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Jdusten78
April 7, 2026
Solved

Customer payment defaults - QuickBooks Deskop

  • April 7, 2026
  • 2 replies
  • 8 views

Hi there! We recently tried out QB online and it didn't work out for our company, so we migrated back to desktop. When we did that all of our default settings were reset.

 

One of the things I'm struggling with finding the answer to is in customer payments. I have set up the payment preference for each customer we have. Before, when I would go to receive payments it would automatically choose their default payment preference. However, now it never chooses a payment type when I'm entering payments, it always makes me choose. We have looked in the company preferences and not seeing a setting for this.

 

It's not the end of the world, but it was much more efficient before. Can anyone help?

Best answer by ChristineJoieR

You can check if these payment defaults populate correctly by testing them in a sample company file.

 

  1. Go to File and select Close Company.
  2. Select Open a Sample File.
  3. Check to see if the payment settings appear correctly for your customers in this test environment.

 

If the settings work in the sample file, there may be an issue specific to your current company file. In that case, you can run the QuickBooks Tool Hub to identify and fix minor data integrity issues that often happen after a migration.

 

Have more questions about your payment settings? Drop a reply below, and we'll be happy to help.

2 replies

C
Candice14
Level 8
April 7, 2026

Good afternoon, @Jdusten78. 

 

Welcome to the Community! 

 

QuickBooks Desktop sometimes "remembers" the last way you filled out a form rather than looking at the customer's specific file.

Go to Edit > Preferences > General. On the My Preferences tab, look for "Automatically remember account or transaction information."
 

If it is checked, uncheck it, click OK, restart QuickBooks, and then re-enable it. This clears the "local memory" of how you last entered a payment and can force it to look at the customer's default profile again. 

 

Please come back and let me know how these steps worked. I'm only a post away if you need me again. Take care! 

J
Jdusten78Author
May 7, 2026

Hi Candice,

 

I am still having issues with the customer payments not remembering what I have saved for them.

I've attached a picture of what I see when I go to make a payment, what their customer settings are set to, and my preferences. Any ideas of what I'm missing? Every customer who is set to e-CHECK is blank like this, but customers who's payment is set to CHECK it is remembering.

 

Thanks for your help!

 
 

 

 

C
ChristineJoieRQuickBooks TeamAnswer
QuickBooks Team
May 7, 2026

You can check if these payment defaults populate correctly by testing them in a sample company file.

 

  1. Go to File and select Close Company.
  2. Select Open a Sample File.
  3. Check to see if the payment settings appear correctly for your customers in this test environment.

 

If the settings work in the sample file, there may be an issue specific to your current company file. In that case, you can run the QuickBooks Tool Hub to identify and fix minor data integrity issues that often happen after a migration.

 

Have more questions about your payment settings? Drop a reply below, and we'll be happy to help.

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