I thought there was an option in QBDT someplace to set a "default" account when making deposits or writing checks. What seems to be happening is that when a deposit is made (moving the payment from Undeposited Funds into the bank account), it seems to always be selecting the bank account with the lowest GL number instead of the main account. Am I halluncinating this or is this option just hidden really well? Any and all suggestions are appreciated.
You said ... "QB won't allow you to make a deposit to Undeposited Funds, so you need to checkmark the box and change your default to whatever bank account you do want to show up with you open the Make Deposits Window."
I think you meant to say "so you need to uncheckmark the box ...". I disagree. Our choice is to utilize Undeposited Funds as this tracks payments that have arrived and applied to customer invoices but might not yet be deposited into the bank. This is a conscious choice and is used by others who may not make trips to the bank every time there is a receipt.
I guess neither of us is confused ... we just have a different view of how the system should operate. I still contend that the account in our choice is appropriately named ... it truly is undeposited funds, waiting to be taken to the bank and then become "deposits". And at that point is where the default deposit choice should be effective.
That's why they make cars in different colors, carnivore & herbivore, and political parties. Sometimes we feel like a nut, sometimes we don't! 😎
@Deadwood Al Listen.
In the Payment tab of Preferences, the box I mentioned earlier is what causes money to automatically go into Undeposited Funds to be deposited later into the bank account of your choice, as long as it is checkmarked. I mentioned this earlier, but it wasn't actually relevant to what we're talking about, and that's on me for confusing the matter by mentioning it.
In the Checking tab of Preferences, there is a line and a box to checkmark for 'Open the Make Deposits form with' for the bank account of your choosing.
It is in this Checking tab that you can choose which bank account automatically populates when you open the Make Deposits window.
From your description, this default box is populated with Undeposited Funds.
If you checkmark the box in the Checking Tab, not the Payments Tab, you can then change the default account for your Make Deposits window from Undeposited Funds to whichever bank account you want to automatically show up when you open the Make Deposits window.
This seems to be exactly what you want; for the Make Deposits window to automatically populate with a bank account that isn't just the bank account with the lowest GL #.
I feel like this became some weird confrontational thing, so if this still doesn't make sense, @Rainflurry may be able to explain it more clearly.
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