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AccountingZoho Books

Zoho BOOKS – set a bank as the default

By January 24, 2017No Comments

When entering payments and purchases, you can establish one bank account as the “Primary” account which will then be the default bank account when entering payments and purchases – Here’s how:

  • Click on Banking, then click on the bank you want to set as default.
  • Click on the gear wheel then select Edit
  • Check the “Make this primary” box and click save.

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