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M
mliu
February 1, 2020
Question

how to customize payment page

  • February 1, 2020
  • 1 reply
  • 0 views

on receive payment page, I want to include "deposit to".  my predecessor set up this way and now I copy QB for the another entity but this was not carried over.  please advise me how to include this in receive payment page.

1 reply

MariaSoledadG
MariaSoledadG
February 1, 2020

Hi mary sakai, 

You can turn off the preference for grouping payments with other undeposited fund.

 

 Here's how:   

  1. Open the Payments preference.
  2. To turn this preference off, at the top of the window click to clear the Use Undeposited Funds as a default deposit to account checkbox.
  3. Click OK.

Once done, this preference is turned off, the Deposit To field appears on the Receive Payments window. 

You can still group a single payment with Undeposited funds because this account is available as a choice in the Deposit To drop-down list. 

 

Please let me know if you need anything else. I'm always here to help.

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