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lseigford
August 3, 2022
Solved

how to post monies received thru the invoice with direct deposit to bank

  • August 3, 2022
  • 1 reply
  • 0 views

When posting a payment received to an invoice, before you could select the bank account or undeposited fund account.  I am unable to find that choice. Does anyone know haw to change that?

Best answer by rvrfrf

Thanks for getting in touch with the Community, lseigford.

 

By default, payments are deposited into your Undeposited Funds account. If you'd rather choose which account(s) funds are put into, you'll need to update some of the company's preferences.

 

Here's how:

  1. In your top menu bar, go to Edit, then Preferences.
  2. Access the Payments tab, then go to your Company Preferences screen.
  3. Confirm the Use Undeposited Funds as a default deposit to account option is unchecked.
  4. Select OK.

 

Now you'll have a DEPOSIT TO drop-down list when creating transactions.

 

I've also included a couple detailed resources about working with payments which may come in handy moving forward:

 

I'll be here to help if there's any additional questions. Have an awesome day!

1 reply

R
rvrfrfAnswer
August 3, 2022

Thanks for getting in touch with the Community, lseigford.

 

By default, payments are deposited into your Undeposited Funds account. If you'd rather choose which account(s) funds are put into, you'll need to update some of the company's preferences.

 

Here's how:

  1. In your top menu bar, go to Edit, then Preferences.
  2. Access the Payments tab, then go to your Company Preferences screen.
  3. Confirm the Use Undeposited Funds as a default deposit to account option is unchecked.
  4. Select OK.

 

Now you'll have a DEPOSIT TO drop-down list when creating transactions.

 

I've also included a couple detailed resources about working with payments which may come in handy moving forward:

 

I'll be here to help if there's any additional questions. Have an awesome day!

L
lseigfordAuthor
August 5, 2022

Thank you for your help. It worked!

K
Kurt_M
August 5, 2022

Hi there, @lseigford.

 

I'm glad that the recommendation provided by my colleague was able to help you with your concern. If you have any additional QuickBooks-related concerns, know that you can always post here again. We'll be more than happy to lend you help once again.

 

Take care, and have a great weekend!

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