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Best answer August 03, 2022
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Thanks for getting in touch with the Community, lseigford.
By default, payments are deposited into your Undeposited Funds account. If you'd rather choose which account(s) funds are put into, you'll need to update some of the company's preferences.
Here's how:
- In your top menu bar, go to Edit, then Preferences.
- Access the Payments tab, then go to your Company Preferences screen.
- Confirm the Use Undeposited Funds as a default deposit to account option is unchecked.
- Select OK.
Now you'll have a DEPOSIT TO drop-down list when creating transactions.
I've also included a couple detailed resources about working with payments which may come in handy moving forward:
I'll be here to help if there's any additional questions. Have an awesome day!
Thanks for getting in touch with the Community, lseigford.
By default, payments are deposited into your Undeposited Funds account. If you'd rather choose which account(s) funds are put into, you'll need to update some of the company's preferences.
Here's how:
- In your top menu bar, go to Edit, then Preferences.
- Access the Payments tab, then go to your Company Preferences screen.
- Confirm the Use Undeposited Funds as a default deposit to account option is unchecked.
- Select OK.
Now you'll have a DEPOSIT TO drop-down list when creating transactions.
I've also included a couple detailed resources about working with payments which may come in handy moving forward:
I'll be here to help if there's any additional questions. Have an awesome day!
