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[Closed] How do I change my main (default) Account?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 154
Topic starter  

How do I change my main (default) Account?

  • Navigate to Accounts > Account Balances
  • Open the Account you want to change by clicking the View/Edit spyglass icon
  • In the View Account popup window, click the Edit button (Financial Managers only)
  • In the Edit Account window, click the Set as Main Account button


   
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