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mary sakai
Level 2

how to customize payment page

on receive payment page, I want to include "deposit to".  my predecessor set up this way and now I copy QB for the another entity but this was not carried over.  please advise me how to include this in receive payment page.

1 Comment 1
MariaSoledadG
QuickBooks Team

how to customize payment page

Hi mary sakai, 

You can turn off the preference for grouping payments with other undeposited fund.

 

 Here's how:   

  1. Open the Payments preference.
  2. To turn this preference off, at the top of the window click to clear the Use Undeposited Funds as a default deposit to account checkbox.
  3. Click OK.

Once done, this preference is turned off, the Deposit To field appears on the Receive Payments window. 

You can still group a single payment with Undeposited funds because this account is available as a choice in the Deposit To drop-down list. 

 

Please let me know if you need anything else. I'm always here to help.

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