Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
btsaccounting
Level 2

Customer Receive Payments and the Undeposited Funds Account

Can I change my Customer Payments from going into Undeposited Funds? 

Solved
Best answer November 16, 2025

Best Answers
NerbynMaeI
QuickBooks Team

Customer Receive Payments and the Undeposited Funds Account

Hello there, btsaccounting.

 

Yes, you can change your preferred customer's payment from Undeposited Funds into another account in QuickBooks Desktop (QBDT). Before that, we need to uncheck the default setup.

 

Here's how:

 

  1. Open your QBDT account.
  2. Go to the Edit menu and select Preferences.
  3. In the Preferences page, choose Payments.
  4. Click the Company Preferences.
  5. From there, please uncheck the Use Undeposited Funds as default deposit to account option.
  6. Once done, click OK.

 

After unclicking the default setup, you can now choose your Deposit to when recording your customer payment based on your preferences. Please see the screenshot for reference: 


 

Please comment below if you have any other questions or require further assistance.

View solution in original post

2 Comments 2
NerbynMaeI
QuickBooks Team

Customer Receive Payments and the Undeposited Funds Account

Hello there, btsaccounting.

 

Yes, you can change your preferred customer's payment from Undeposited Funds into another account in QuickBooks Desktop (QBDT). Before that, we need to uncheck the default setup.

 

Here's how:

 

  1. Open your QBDT account.
  2. Go to the Edit menu and select Preferences.
  3. In the Preferences page, choose Payments.
  4. Click the Company Preferences.
  5. From there, please uncheck the Use Undeposited Funds as default deposit to account option.
  6. Once done, click OK.

 

After unclicking the default setup, you can now choose your Deposit to when recording your customer payment based on your preferences. Please see the screenshot for reference: 


 

Please comment below if you have any other questions or require further assistance.

Jayson_E
QuickBooks Team

Customer Receive Payments and the Undeposited Funds Account

Hi, btsaccounting.

I’m following up to see if the solution we provided worked for you.

Did it resolve the issue, or are you still experiencing difficulties?

We're happy to assist further if you need any more help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us