Payments

In QuickBooks, you can easily personalize how you manage and record incoming payments by tweaking the settings in the company preferences and the receive payments section, al252. This flexibility lets you tailor your financial tracking to fit the unique needs of your business, ensuring everything is organized just the way you like it.

To ensure that deposits do not go directly to your bank account, you can modify the settings within the company preferences and the receive payments section in QuickBooks. Allow me to guide you through the steps to adjust these settings for better control over your deposits.

Step 1. Set the Preferences.

1. In the Edit tab, click Preferences.
2. Click Payments.
3. Select the Company Preferences.
   
4. Uncheck the Use Undeposited funds as a default deposit to account.
5. Click OK button.

Step 2. Set the Receive Payments to Undeposited Fund.

You need to manually set the Receive Payments to Undeposited Funds. By doing this, the received payments will not be directly deposited into your bank account.

1. In the Customers Tab, click the Receive Payments.
2. Select the Undeposited Funds in the DEPOSIT TO dropdown menu.
   
   

Following these adjustments, your received payments will no longer be deposited directly into your bank account.
 

I've shared some articles that could be useful for you moving forward.

• Get help with instant deposits for QuickBooks Desktop.
• Create sales receipts.

If you need more help setting up undeposited funds in QuickBooks, just click the Reply button. We're here and happy to assist you!