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Hello there, terry15.
You've reached the right support. It's my pleasure to help you change the default account when receiving payments.
QuickBooks Online (QBO) sets the Undeposited Funds as the default account when receiving payments. However, you have the option to change the mapping setting and choose which account you want to set as default.
I'll share with you the steps on how to change the mapping settings from within QuickBooks Online:
Here's an article for a detailed steps on how to customize the settings with your Paypal account: Modify settings for Sync with PayPal.
You should be all set. I'm just a post away if you need further assistance with this or if you have other questions. It's always my pleasure to help.
hey
i can’t even seem to ask the right questions!
how do I change the account my payments come from
Hi Shelza,
Happy to help you out!
When you mean the account your payments come from, does this refer to the account you use to pay a bill or expense?
You can change this account by creating a new expense or bill payment or opening an existing one, then selecting the Payment account drop-down next to the Payee field on the top-left corner. From that drop-down, select the account you want to pay the bill or expense from.
Let me know if this was what you're looking for.
Bonny
Good Day,
I am trying to change the undeposited funds account to something else as well but when I follow your instructions I don't see "Firm Apps" am I missing something?
Katie
Hi Katie,
Thanks for reaching out. Are you able to provide a little more information on what you are trying to do?
If you are also trying to change the default Account for PayPal it's done through the App settings. You should see Apps in the left menu bar.
If you are working from an Accountant file you will see Firm apps under your Apps section in your Firm file.
-Rebecca
I use my Pet software to do all my invoices and such but QB for the accounting aspect. When funds are deposited into the bank, it always wants to go into undeposited funds. I want to change it to automatically go to my checking account as it keeps causing errors.
Hi justfurthempetsitting,
If you use a third party app that imports your transactions into QuickBooks, you will need to review the app's settings to change the default mapping of accounts.
-Kass
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