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Mark a bank account as favourite

How to create a shortcut to your bank accounts in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over 2 weeks ago

You can create a shortcut to your favourite bank accounts so that they appear on your dropdown when you click the Banks tab.


How to mark as favourite

  1. Click the Banks tab.

  2. Click Bank Accounts.

  3. Click the star ⭐ next to the bank account that you want quick access to.

The next time you click the Banks tab, you'll see your favourite bank account listed.


Remove from the favourite list

To remove a bank account from this dropdown list, follow the same steps and click the star to deactivate it. The colour is grey when not active.

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