Step 1: Edit Chart

• Click on the Chart toolbar icon
  
• Click on the Banks tab
  
• Highlight the bank account you want to have listed first
  
• Click on the Edit button
  

The bank that appears first on the list is the default bank account. The list is automatically sorted alphabetically by the Code column

 

Step 2: Change Code

• Change the Account Code so it will be listed first. eg. If Code for Bank Account 1 is B07, the code needs to be changed to B01, so it will be list first both alphabetically and numerically. For example:
  

The default bank Account Code needs to be alphabetically and numerically first eg. B02 will occur before B1 as '0' comes before '1'

1. Your preferred bank will now be at the top of the list
   
2. Click on the Close button to exit Chart
   

 

Step 3: Check

• Click on the Cashbook toolbar icon
• The Selected Bank will be the new defaulted bank account