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stcc-stchrisnlv-
October 30, 2020
Question

The default bank account that comes up is always to an account I no longer use. Why doesn't it come up to the bank account I always use?

  • October 30, 2020
  • 1 reply
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1 reply

MonicaM3
MonicaM3
October 30, 2020

Hello @stcc-stchrisnlv-

 

Happy Friday! Thanks for reaching out to the Community today. This is a question we get a lot, and I’m happy to help with your default bank account. The Chart of Accounts list is alphabetical by category, so the default would be to whichever bank account is alphabetically first.  Since you no longer use the account that populates first now, you can make it inactive and it won’t show in the list. Making it inactive will not delete it, it will just “hide” it.  To make an account inactive, from the lefthand menu:

 

  • Select Accounting
  • Click Chart of Accounts
  • Locate the account and select the down arrow next to view register
  • Select Make Inactive

 

Any time you would like to include the view or include the inactive account in the Chart of Accounts list, you can do so from the Chart of Accounts page by:

 

  • Clicking the gear icon on the right
  • Scroll down and check Include inactive

 

QuickBooks Online uses "sticky" settings. It will remember the bank account used in the last of that type. Although this is not a default account, it works similarly for an account that you use regularly.  Note: The "sticky" settings are user-specific. Each user will default to the first bank account listed on the Chart of Accounts until they have created a check with a different account.

 

Having a default bank account is a great feature suggestion and I’m sure other folks would find it valuable. If you have a chance, please provide your feedback with your product suggestion from within your QuickBooks company. Our developers do look at all feedback comments, so you might see it in a future release.

 

You can find the feedback section by:

  • Clicking the gear icon in the very top right of your dashboard
  • Right side under Profile
  • Click Feedback

I would love to hear how it goes! Have a great weekend.

T
tennwin
January 13, 2022

I have made an old banking account inactive in my chart of accounts, changed the name to make it not be the first alphabetically, however it still comes up as the default bank in Payroll and Tax Payments.  If I miss changing it, it will still use the inactive account.  If it were truly a sticky field...at some point the inactive bank would no longer be the default since I change it everytime...however it is always the default option.  How is an inactive account that hasn't been used recently still the default?

Candice C
Candice C
January 13, 2022

Good afternoon, @tennwin. 

 

Thanks for joining in on this thread. Allow me to point you in the right direction to get this problem handled. 

 

If the steps my colleague provided didn't help fix the issue, I suggest getting in touch with our Customer Support Team for further assistance. They'll be able to take a closer look at your account. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Give a brief description and hit Let's talk. 
  4. Scroll down and select to Get a callback. 

 

It's that easy! 

 

Come back and let us know how the call went. I'm only a comment away. Have a great day! 

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