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QuickBooks Team

Re: Quickbooks uses Items , or products and services, to iden...

Good day, Elgin.


You can create an invoice, make partial payments, and deposit it directly to different funds/bank accounts.


But first, you'll have to turn off the Use Undeposited Funds as a default deposit to account feature so you can manually choose what bank account the payment will go to. Here's how:

  1. Click Edit, then choose Preferences.
  2. Go to the Payments tab, then click Company Preferences.
  3. Uncheck the Use Undeposited Funds as a default deposit to account box, then click OK

Once done, create an invoice. Here's how:

  1. Click Customers, then choose Create Invoices.
  2. Fill in the necessary fields, then click Save & Close.

Then, make partial payments. Here's how:

  1. Open the invoice, then click Receive Payments.
  2. Click the DEPOSIT TO drop-down arrow, then choose the bank account.
  3. Edit the payment amount, then click Save & Close.

Follow the steps in making partial payments until you've deposited all amounts to the correct bank accounts. 


After depositing it, you can turn on the Use Undeposited Funds as a default deposit to account feature back. Just follow the same steps above on how to turn it off, and just put a check mark in the box. 


Feel free to let us know if you need more help. We're just around.