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scole1971
Level 1

How do I see who the customer is when they pay into my QB cash account?

 
1 Comment 1
Mark_R
QuickBooks Team

How do I see who the customer is when they pay into my QB cash account?

I've got you covered, @scole1971.

 

You can run the Undeposited Funds register to know which customer pays you into your QuickBooks Cash account. Please know that when your customer pays their invoices online, they'll go to the Undeposited Funds account. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click Accounting from the left menu, then select Chart of Accounts.
  3. Search for Undeposited Funds account and click View register under the Action column.
  4. From the Asset Register (Undeposited Funds) page, review the latest customer payment.

 

Just in case you want to know more about QuickBooks Cash account, you can read these articles for more information:

 

 

Please let me know if you need clarification about the QuickBooks Cash account. I'll be standing by for your response. 

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