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tesoroPV
Level 1

Customer payment window does not have option for an account to deposit into

Where you would normally see the field instead it says "Where does this payment go?" I have only seen it on videos of QB. I had QBD 2016 and just upgraded to 2022 and the field is still not there for me to select from.

 

2 Comments 2
LollyNino_C
QuickBooks Team

Customer payment window does not have option for an account to deposit into

Let me guide you delete the received payments in QuickBooks Desktop, @tesoroPV

 

To start, open the Customer payment window on the screen. On the top toolbar, you should see a delete button. If you get a warning saying you must delete it from the deposit first, you will need to delete the payment from the deposit first. Then click the save and close button. After, delete the payment. 

 

Additionally, to view the deposit payment for the said invoice:

  1. Open the affected invoice.
  2. Go to the Transaction tab on the right panel of the Create Invoices window.
  3. Under RELATED TRANSACTIONS, it will show the deposit you use as the payment.
  4. Click the deposit transaction. It will open the Make Deposits window.
  5. Select Edit at the top menu, and then choose Delete Deposit.
  6. Click OK to confirm the action.

After deleting the deposit, it will open the invoice again.

 

For future reference, you may check out these articles:

You can always get back to us here in the Community if yo have other questions about receiving payments and depositing it in QuickBooks. I'm always here to help.

tesoroPV
Level 1

Customer payment window does not have option for an account to deposit into

Thank you for the quick response!

Also, my other issue was resolved by going into the company payment preferences tab and unchecking the box for "Use Undeposited Funds as a default deposit to account". Now I have the options I was looking for when depositing received payments.

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