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EZP
February 12, 2023
Question

How do I enable choosing the account to deposit the Sales Receipt

  • February 12, 2023
  • 1 reply
  • 0 views

For previous QB Files I set up - we had the option of choosing the Bank Account we want the Sales Receipt deposited into. 

Somehow can't figure out how to set it up now again.

I just want the ability to chose the Bank Account I want the Sales Receipt to be deposited. 

1 reply

A
AileneA
February 13, 2023

Hi there, EZP. 

 

When utilizing QuickBooks Desktop (QBDT), you'll be using the default settings. To change this, you can turn off the Use Undeposited Funds as the default deposit to account feature in your preferences. In this manner, the Deposit To field will appear in the sales receipt, and you'll get to choose your bank account. Here's how: 

 

  1. Go to the Edit menu. 
  2. Choose Preferences. 
  3. Go to Payments from the left panel. 
  4. Select Company Preferences. 
  5. Uncheck the Use Undeposited Funds as the default deposit to the account box. 
  6. Click OK. 

  

 

A sales receipt is one of the customer-related transactions, you can refer to this articles to see how it works:  Customer transaction workflows in QuickBooks Desktop.


Let me know in the comments if you have other concerns about managing your sales receipts and other income transactions using QBDT. I'll gladly help. Take care.

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