Manage customers and income

You can set a default payment method for each customer to save time when recording payments. Here is how to update those settings:

1. Go to the Customers Hub from the All apps menu and select Customers.
2. Click the customer's name and hit Edit to open their information.
3. Scroll to the Payments section and set the Primary payment method.
4. Click Save.

The payment method will now fill in automatically when you select that customer on the Receive Payment screen.

For the Deposit To field, QuickBooks typically remembers the last account you used. To change the default from Undeposited Funds, simply select your preferred bank account the next time you record a payment. QuickBooks will suggest that same account for your future entries.
 

Have more questions about managing your payments? Drop a reply below and we'll be happy to help.