Set a default bank account for money in transactions
Learn how to set a default bank account for all money in transactions, so that the bank account will automatically populate when you create receipts and other money in transactions. You can override and change the default bank account when creating and editing money in transactions.
You must set a default bank account for money in transactions if you have set up a payment integration and want receipts to be automatically created whenever a payment is made.
This feature is available on all accounting and Reckon Ultimate plans.
Set a default bank account for money in transactions
- Click on the Administration menu (cogwheel icon in the top right), then select Settings.
- In the Day to Day section, select Money In.
- In the Default Bank Account field, select your preferred bank account.
- Click Save.
The default bank account will now automatically populate in all money in transactions.
Read more
- Learn how to view and edit bank accounts in Reckon One
