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Level 2

sales receipts

The 2017 version of QuickBooks had a sales receipt that had a drop down menu that allowed me to route the customer's payment into one of several income accounts.  In my case, I had Checking, Square Processing, Petty Cash, and PayPal.  2020 version of sales receipt does not have the drop down menu.  I have no clue how to customize the 2020 sales receipt to route the payment.  Is it possible to transfer the sales receipt template I used in 2017 to my desktop pro 2020 version?

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Best answer May 03, 2020

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Moderator

sales receipts

Hello mistev82,

 

Based on the details you've provided, are you somehow referring to the DEPOSIT TO  field where you can enter the Bank or Other Current Asset account types? If so, here's a quick explanation about it.

 

When creating income or sales transactions, QuickBooks deposits the amounts to the Undeposited Funds by default. Hence, you still need to create a bank deposit so the payments are added to your register. You can use these links for reference:

For you to see the DEPOSIT TO field when creating sales receipts or other sales transactions, we can update your Preferences. Here's how to do it:

  1. Click Edit at the top menu and select Preferences.
  2. In the Preferences window, select Payments on the left menu.
  3. Go to the Company Preferences tab.
  4. Under the RECEIVE PAYMENTS section, remove the check mark in the Use Undeposited Funds as a default deposit to account box.
  5. Click OK to save the changes.

When you go back to the sales receipt, the DEPOSIT TO fields should already be available. You can also use this link for more information: Deposit payments into the Undeposited Funds account in QuickBooks Desktop.

 

Feel free to let me know if you're referring to something else. I'll be right here to further assist you. Have a great day!

View solution in original post

2 Comments
Highlighted
Moderator

sales receipts

Hello mistev82,

 

Based on the details you've provided, are you somehow referring to the DEPOSIT TO  field where you can enter the Bank or Other Current Asset account types? If so, here's a quick explanation about it.

 

When creating income or sales transactions, QuickBooks deposits the amounts to the Undeposited Funds by default. Hence, you still need to create a bank deposit so the payments are added to your register. You can use these links for reference:

For you to see the DEPOSIT TO field when creating sales receipts or other sales transactions, we can update your Preferences. Here's how to do it:

  1. Click Edit at the top menu and select Preferences.
  2. In the Preferences window, select Payments on the left menu.
  3. Go to the Company Preferences tab.
  4. Under the RECEIVE PAYMENTS section, remove the check mark in the Use Undeposited Funds as a default deposit to account box.
  5. Click OK to save the changes.

When you go back to the sales receipt, the DEPOSIT TO fields should already be available. You can also use this link for more information: Deposit payments into the Undeposited Funds account in QuickBooks Desktop.

 

Feel free to let me know if you're referring to something else. I'll be right here to further assist you. Have a great day!

View solution in original post

Highlighted
Level 2

sales receipts

James Duan T,

Thank you!!!  Such an easy fix that I could not find directions to anywhere!!  You saved me many hours of frustration.

Mike Sanderson

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