If you regularly use the same bank account for specific banking transactions,
you can set preferences so that a form always opens with the desired account
filled in. QuickBooks remembers your preference account even if you enter
a transaction and manually choose a different account for that transaction.
This is useful if you occasionally write a check from a seldom-used account.
If you do not set preferences for forms, the form opens to the same account
that you used last time you opened the form.
You can set default bank accounts for writing checks, paying bills, paying
sales tax, and making deposits. If you select the checkbox you activate the
preference so that you can choose from one of the available accounts or you
can add a new one. If you choose to add an account that is inappropriate for
checking functions, you'll be prompted to enter a correct type before
setting the preference.
The QuickBooks administrator can set company preferences that open paychecks
and payroll liability forms at the correct bank account. You can use the preference
to indicate where the cursor starts on checks. You save time because you don't
have to choose the correct bank account or move manually to the Payee field.
Where to find this preference.
Automatically recall account or transaction information
Set default expense accounts for payments to vendors
Set preferences for checking
Set the cursor to start in the payee field