Assign System Default Accounts

To assign a System Default Account:

  1. Navigate to the Accounts page.
  2. Select Defaults from the left-side menu.
  3. Click the drop-down menu to the right of a System Action and select an Account.
    • Account choices are based on the accounts listed in your Chart of Accounts.
  4. Click the Update button at the bottom of the page.

Note: You must have an account designated for each System Action in the Required column.

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