Global
United States
United Kingdom
Canada
Australia
India
United Arab Emirates
Saudi Arabia
Bahrain
Kuwait
Qatar
Oman
South Africa
Kenya
Mexico
Germany
Help
Videos
Developers
Resources
What's New
Blogs
VAT Resources
Sign In
Sign Up
Help
Videos
Developers
Resources
What's New
Blogs
VAT Resources
Sign In
Sign Up
x
CLOSE
General
Customers & Vendors
Opening Balance
Items
Banking
Quotes
Sales Order
Invoices
Credits
Users and Roles
Expenses
Purchase Order
Bills
Vendor Credits
Accountant
Documents
Time Tracking
Transaction Approval
Checks
Customer Portal
Templates
Subscription
Payments
Reminders
Taxes
Reports
Automation
Integrations
Wave Migration
Year End Accounting
GDPR
banking
How do I make a bank account the primary bank account for my organization?
Go to
Banking
on the left sidebar.
Select the bank account you want to set as the primary account.
Click the
Gear
icon in the top right corner of the page and select
Edit
.
Check the option
Make this primary
.
Click
Save
.
Was this document helpful?
Yes
No
Let us know where we can improve
Enter your comments or feedback on this page
Enter your email address
Refresh
Type the characters you see in the image above
By clicking
Submit
, you agree to our
Privacy Policy
.
Submit
Cancel
Submit
Submit
Thank you for your feedback!
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.
Start my free 14-day trial
Books
VAT compliant accounting
software for small
businesses.
TRY NOW
Maybe Later