Payments
You don't have the Deposit To field because you might have selected the Use Undeposited funds as a default deposit to account option under your Company Preferences, @al252. The following discussion will help ensure your payments are posted to the appropriate account.
Once you select the Use Undeposited as a default deposit to account option, all sales transactions will be automatically posted to the Undeposited Funds account. This will then remove the Deposit To field in customer payment forms. Therefore, you'll want to unselect it to make the Deposit To dropdown available.
You can follow the steps provided by my colleague above or refer to this article: Deposit payments into the Undeposited Funds account in QuickBooks Desktop.
Additionally, you mentioned in your previous response that payments directly go to both the Undeposited Funds and the bank account. Have you checked your transaction list for any duplicate entries? If so, you can delete the duplicate (transactions posted to the bank) to resolve the issue.
Here's how:
- Head to the Company menu, then choose Chart of Accounts.
- Look for the bank account and double-click on it.
- Locate the payment from the list, then right-click on it.
- Select Delete Payment or Delete Sales Receipt.
- Click OK to confirm the action.
On the other hand, consider upgrading your QuickBooks Desktop to the latest version and get the newest features or services for a more efficient business management process. You can also switch to QuickBooks Online for greater flexibility and collaboration.
You'll want to continue submitting any further queries about handling customer transactions in QuickBooks Desktop using the Reply button below. We're readily available to assist you at any time.
