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Youngang4
February 16, 2023
Question

Receiving customer payments

  • February 16, 2023
  • 1 reply
  • 0 views

Hello. I have been trying to figure out why I don’t have an option to “deposit to” a bank account on my customers accounts receivables window. Can someone tell me how to get that option?

When I receive the payment, it goes to accounts receivable. I can see it under chart of accounts. But, it’s not in my check register. I can’t figure out how to move it there. My whole account is messed up. 
thank you for any help!!

 I’m frustrated. 

1 reply

D
DebSheenD
February 16, 2023

Welcome to the Community, @Youngang4.

 

I'm here to help you get the deposit to option when receiving payment in QuickBooks Desktop (QBDT).

 

With QBDT, we have the option to set up your preference on where your payments are deposited. in your case, it could be that the option was turned on to use the Undeposited Funds as the default when receiving the payment. Let me walk you through how to turn it off.

 

Here's how:
 

  1. Go to Edit.
  2. Choose Preferences.
  3. Tap Payments.
  4. Hit Company Preferences and uncheck the tick box for Use Undeposited Funds as a default deposit to account.
  5. Click OK.

     

Once you're able to set this option you can deposit the payment to your check register account.

On the other hand, here is the correct workflow to record your Account's receivables in QuickBooks Desktop.

 

I've also added this article on how to review your accounts to make sure they match your real-life bank and credit card statements:  Reconcile an account in QuickBooks Desktop.

 

I'm always around to help if you have more questions about managing your deposits and payments in QBDT. I'd be happy to help you some more. Take care and have a great day.

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