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beachfarmer
July 13, 2022
Question

Receive Customer Payments

  • July 13, 2022
  • 1 reply
  • 0 views

Greetings:

 

I'm using Desktop Pro.  A couple of questions:

 

1.  In the Customer Center, I right click on the customer that I want to receive payment for.  When the Customer Payment screen comes up I enter the information but under the A/R Account dropdown, the account always is defaulted to a different customer.  My concern is that I will forget to check the field and obviously enter the transaction incorrectly.  Is there a way to have the field come up identical to the customer I choose to receive payment from?

 

2.  What is best practice for receiving payments for multiple customers?  Is there a better way than I'm doing as described above?

 

Thanks in advance...John

 

1 reply

BigRedConsulting
BigRedConsulting
July 13, 2022

RE: Is there a way to have the field come up identical to the customer I choose to receive payment from?

 

No. Usually company files have only one A/R account to track all sales. If you have more than one, then you have to be aware to use the 'right' one according to your own procedures, both when creating invoices and when receiving payments. There's no way for QB to know which account to choose, and there's no restriction either: For any given customer, you can record sales in one or all of your A/R accounts.

 

RE: What is best practice for receiving payments for multiple customers? Is there a better way than I'm doing as described above?

 

Not really, though there's no particular reason to start on the customer center and right-click the customer name. You can also enter it directly in the receive payment window.

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