Set a primary operating account

If you are working with several operating accounts, one of your bank accounts must be set as the company's primary operating account. You may at any time change what account you want to use as your primary operating account and all places where primary operating account is used will then be changed accordingly.

The primary operating account is by default used for purchase invoices and as the bank account on sales invoices. It is possible to change the account on sales invoices in the customer settings. If you have a bank integration, the primary operating account should be the same as the account used for your bank integration.

Change primary operating account

1. Go to Settings in the menu.
2. Choose Cash and bank accounts. A list of registered bank accounts will show.
3. Expand the view on the account you want to set as primary operating account by clicking on it.
4. Choose Edit and check the box for Primary operating account.
5. Choose Save.

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