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Add Bank Account to favourites in AccountsPrep

How to enable quick access to bank accounts from the Banks dropdown.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago

You can add your favourite bank accounts so that they appear on your dropdown when you click the Banks tab.

Banks tab dropdown. It shows three additional bank accounts on the list.

  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 the Bank Accounts listed. Follow the same steps to remove a Bank Account from this dropdown list.
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