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PrimeroLLC
Level 1

Set AR on my chart of Account as the default

When I am receiving a payment from a customer I have to drop my AR box down and chose the AR account I need. I do not remember how to set the one I need as my default. Can someone help with this, please?

3 Comments
YvetteVelarde
Moderator

Set AR on my chart of Account as the default

@PrimeroLLC  Thank you for joining community to get answers to your questions.  

 

QuickBooks is designed to assign the first account in the list of A/R accounts when receiving a payment. Currently there isn't a way to set another A/R account as default. 

 

To have payments record to the account you need you'll have to make that change each time.

 

Your product feedback is valuable and I would encourage you to use the  feedback option listed under your help tab.  This will make your suggestion visible to engineers for future enhancements.

PrimeroLLC
Level 1

Set AR on my chart of Account as the default

I have set it for the other users but I do not remember how to set it on my end. 

YvetteVelarde
Moderator

Set AR on my chart of Account as the default

@PrimeroLLC  Can you tell me what QuickBooks version you're working with?

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