How to change default bank when reconcile table comes up first

margaret_9248620
margaret_9248620 Member Posts: 46 Reckoner Reckoner

want to be able to change the bank when you reconcile first it keeps coming up with cash at bank I want it to be able to be my bank account


Comments

  • Bruce
    Bruce Member Posts: 442 Professional Partner Professional Partner

    Open the account that you want to reconcile, and then click reconcile.

    Easiest way to do this is:

    • edit preferences
    • desk top view
    • company preferences
    • click "show account balances on the home page"

    This will then show the various bank accounts on the top right of your home page. You can open the account from there

  • Kris_Williams
    Kris_Williams Member Posts: 3,628 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited June 2022

    I don’t know if this relates to the bank rec window as well


  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,344 Personal Range Elite Expert Personal Range Expert

    Go into the chart of accounts and rename your bank accounts so it looks at the alfabetical order making your bank first.

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    Gerhard Winter

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