Set a bank account as default

With Cashflow360℠, you can add multiple bank accounts to use to send or receive payments, but you can only set one bank account as your default account. You have two options:

Select different default accounts for each function (one default for sending or another default for receiving payments); or choose the same default account for both functions.

  1. Select Settings.
  2. Select Bank Accounts under Your Company
  3. Select the bank account number to set as default.
  4. Select Make Primary next to Default To Get Paid and/or Default To Pay

Note: if you've scheduled payments using a different bank account, they won’t automatically pull from the account you added as your default bank account. You’ll have to change those scheduled payments by canceling them and rescheduling them.