Customer payment defaults - QuickBooks Deskop

Jdusten78 · ‎April 07, 2026

Hi there! We recently tried out QB online and it didn't work out for our company, so we migrated back to desktop. When we did that all of our default settings were reset.

One of the things I'm struggling with finding the answer to is in customer payments. I have set up the payment preference for each customer we have. Before, when I would go to receive payments it would automatically choose their default payment preference. However, now it never chooses a payment type when I'm entering payments, it always makes me choose. We have looked in the company preferences and not seeing a setting for this.

It's not the end of the world, but it was much more efficient before. Can anyone help?

Candice C

Good afternoon, @Jdusten78.

Welcome to the Community!

QuickBooks Desktop sometimes "remembers" the last way you filled out a form rather than looking at the customer's specific file.

Go to Edit > Preferences > General. On the My Preferences tab, look for "Automatically remember account or transaction information."

If it is checked, uncheck it, click OK, restart QuickBooks, and then re-enable it. This clears the "local memory" of how you last entered a payment and can force it to look at the customer's default profile again.

Please come back and let me know how these steps worked. I'm only a post away if you need me again. Take care!

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Customer payment defaults - QuickBooks Deskop

Customer payment defaults - QuickBooks Deskop

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