How do I set the radio button on all receipts to group with undeposited funds?
Right now all payments default to deposit receipts individually to undeposited funds account. I manually have to change that for each receipt I receive so I can group my receipts for a bank deposit for multiple receipts. Thank you.
Glad to have you back, @Susan607.
You've got me here to help share some insights about setting the group with other undeposited funds as default account on your sales receipts.
At this time, being able to set a group with other undeposited funds as the default account on your sales receipts at this time isn't a possibility. This is because QuickBooks will follow the last option that you select on your sales receipt.
However, our developers are constantly working to meet our customer's needs and demands. I'd encourage you to visit the What's New section on your QuickBooks to keep updated with our latest news and updates including product improvements.
Also, here are some links that you can check out about Undeposited Funds and Deposits in QuickBooks for your future reference:
This should get you moving today.
Please know that I got you covered should you need anything else about this concern or any QuickBooks related things. Just let me know by leaving a reply below. Have a pleasant day ahead!
Thanks for getting back to us, @Susan607.
I appreciate adding more details about the issue. I want to ensure the imported data are automatically grouped to the Undeposited Funds account.
The way transactions are posted in QuickBooks would depend on how they are mapped on the spreadsheet or the. IFF file type. Since these are imported sales receipts and invoices, we’ll have to check how they are entered on the file.
We don’t want your personal details displayed here in the Community for security purposes. I suggest contacting our Technical Support Team since they can collect personal details and view the account in a secure environment.
They have tools like screen-sharing that can help double check why transactions are not automatically grouped to the Undeposited Funds account.
For additional resources, I'm adding a link to view the QuickBooks Desktop for Mac 2019 User’s Guide.
This should help you get on the right track. Let me know how it goes after contacting them. I want to make sure you’re all set with this concern.