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Level 1

Setting a default AR account

Using QB Desktop 2018.  Recently added a 2nd AR account.  This should be secondary to the main AR account, but for some reason is not.  Invoices and Customer Payments are defaulting to this new AR account.  After reviewing a similar question online, I have verified this account is 2nd in both number and alpha order.  It also, is not the last AR account used when invoicing.  If I can't fix, I'm afraid other staff members will forget to change when creating new invoices and ask a ton of questions when they can't find open invoices when receiving payments.

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QuickBooks Team

Setting a default AR account

Hello @kknigge4,

 

We don't have an option to set an account as default. Though, you can create an invoice transaction using the correct A/R account. Let me walk you through how.

 

  1. Go to Customers, then Create Invoices.
  2. Select the correct account in the Account drop-down.
  3. Enter the invoice details.
  4. Click Save & Close.

The next time you create an invoice QuickBooks will remember your previous account. Please see this article for details: Create an invoice in QuickBooks Desktop.

I'm also attaching our page about income and expenses for future reference.

 

Should you need help with anything else, please reach out anytime. The Community has your back. Have a great day.

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