How to Edit Default Accounts (Mobile)

Default bank accounts allow users to select specific bank/charge accounts to be automatically used for certain actions such as Bill Pay, Receiving Payment, etc.

In the mobile platform FINSYNC, users can make edits/set your default bank accounts for the following:

  • Sales (Income) - Customer payments are automatically deposited to this account.
  • Expenses  -Expenses are paid from this account. 

Note: You can override the expense account when paying bills. A drop down menu will appear on the Send Payment screen underneath the heading of Bank Account. Options listed under this heading represent accounts that can be used to pay expenses. 

  • Billing (Pay FINSYNC Charges) - This is the account that will be  automatically billed for your FINSYNC subscription and transactional charges.


To make edits/select your Default Accounts, follow the steps outlined below: 

1. Click on the collapsible menu in the top left corner of your screen. 

2. Select Accounts.

3. From the top menu, select Defaults

4. Use the drop-down menu to make selections/edits.