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dallasbrews
April 24, 2019
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Can you make Sales Receipts default to pending?

  • April 24, 2019
  • 1 reply
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Our company is very small and we issue Sales Receipts only for all transactions (no invoicing or anything else), about 40 per day.  We then process payments the following day.  What I am wondering is can I have QB default all sales receipts when entering new ones to "Pending", and then when processing the payment the following day, I can change to "Final" for each... that way I can have a check in place so I'm not accidentally missing any payments (i.e. I could run a report for last week or in Income Tracker to see any that are still "Pending")??

Thanks so much for any help!

Best answer by Charies_M

Hello there, dallasbrews.

 

I appreciate the screenshot you provided to help us better understand your goal. 

 

At this time, there isn't a way we can set the Mark As Pending as default. It is currently designed as an option for customers who needs more time to finalize the transaction. For now, you'll have to manually click the button if you wish to use the option. 

 

It is our hope to cope up with our customer's needs and we're always working to make QuickBooks better. While the option is not yet available, you can check regularly for product updates and feature enhancement through the steps below:

  1. Go to Help.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.

If there's anything else that I can help you find in QuickBooks, leave me a comment. I'd be glad to assist you further.

1 reply

MaryLandT
MaryLandT
April 24, 2019

Thanks for reaching out to me here in the Intuit Community, @dallasbrews.

 

Right now, there isn't a pending status for sales receipts. 

 

QuickBooks automatically deposits your sales receipts into the Undeposited funds account. What you can do instead is open a quick report for this account to see all sales receipts.

 

Let me guide you through the steps on how to run the report:

  1. Click Lists, then select Chart of Accounts.
  2. Search Undeposited funds. 
  3. Select QuickReports from the Reports drop-down menu. 
  4. Click Customize, then go to the Filters tab.
  5. Search for Transaction type, then select Sales Receipts. 
  6. Click OK to save the filter.

To learn more about creating sales receipts, feel free to read through this article: Create sales receipts.

 

If you need to save this report with its current customization settings, you can click the Memorize button. For additional information about memorizing reports, please check this out: Create, access and modify memorized reports.

 

By following the solution above, you won't miss any payments once you create a check.

 

Let me know if there's anything else you need when creating sales receipts in QuickBooks Desktop. Just leave a comment below and I'll get back to you.

D
dallasbrewsAuthor
April 26, 2019

Interesting.  Well I've attached a screenshot of the button/function I'm referring to and it seems like that would do almost exactly what I'm going for.... but just need it to be default to pending, so I don't have to click it every time when doing a receipt...  or am I missing something?  

C
Charies_MAnswer
April 26, 2019

Hello there, dallasbrews.

 

I appreciate the screenshot you provided to help us better understand your goal. 

 

At this time, there isn't a way we can set the Mark As Pending as default. It is currently designed as an option for customers who needs more time to finalize the transaction. For now, you'll have to manually click the button if you wish to use the option. 

 

It is our hope to cope up with our customer's needs and we're always working to make QuickBooks better. While the option is not yet available, you can check regularly for product updates and feature enhancement through the steps below:

  1. Go to Help.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.

If there's anything else that I can help you find in QuickBooks, leave me a comment. I'd be glad to assist you further.

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