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Pearl-Hill-Garden
Level 1

Why my payment account data lost

payment under petty cash owing when save auto to bank?

1 Comment 1
AljhonC
QuickBooks Team

Why my payment account data lost

We can check the payment transaction for you to verify which account was used, Pearl.

 

When auto-recall is enabled, QuickBooks Online automatically populates the transaction details, excluding the date, when you choose a customer, vendor, or employee while entering bills, writing checks, or recording credit card credits. If this feature is enabled, the payment transaction will default to the last account used. To update it, review the payment linked to your invoice and select Petty Cash from the Deposit to field.

 

Here's how:

 

  1. Go to Sales, then hover your mouse over Invoices.
  2. Select View/Edit on the paid invoice.
  3. Scroll down to the total section and click the payment.
  4. Change the account under deposit to.

 

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Refer to this article to see how auto-recall fills in transaction details automatically: Use auto-recall to pre-fill transactions in QuickBooks Online.

 

If you have any further questions or concerns about QuickBooks, please leave them in the comments section.