Changing the default deposit account (2024)

‎February 19, 201907:44 AM

Hello,

I am using Quickbooks for Mac. Is there a way to set a default account for deposits? I am unable to find it in preferences.

Thank you.

• QuickBooks Desktop for Mac

IntuitBrooks

Hi there, ovtnvw.

We're unable to set a default account for making deposits at the moment.

I'll personally share this idea to our product engineers for future updates. You can also send a suggestion from your company by going to the Help menu, and choosing Send Feedback Online.

You can always go back to this thread if you have other questions.

Thanks for joining this forum, @EmNetRobin. I can guide you on how to change the default deposit account in QuickBooks Desktop.

Here's how:

1. Go to theEditmenu, thenPreferences.
2. SelectCheckingat the left pane again.
3. Go to theCompany Preferencestab.
4. On theSelect Default Account To Usesection, choose the correct account in the drop-down.
5. HitOK.

For future reference, you can check out this article to learn more abouthow the undeposited funds account worksin QuickBooks Desktop.

You're always welcome to come by if you have additional concerns about managing default accounts. I'm here to assist you again.

Hi there, @GRTac.

I'll hop into this thread and address your concerns about having a default account for the sales receipts.

I see the importance of having this feature. It can surely benefit you and your business.

With that, this would be a great time to send this feedback to our Product Development Team regarding this idea to help improve QuickBooks to better meet the business needs of our users.

For QuickBooks Desktop for Mac, Here's how:

1. From theQuickBooksmenu, chooseQuickBooks Feedbackand selectProduct Suggestionsin theType of feedbacksection.
2. Fill in the fields with the correct information.
3. ClickSend Feedback.

If you're using QBDT for windows, I'll show you how:

1. Go to theHelpmenu.
2. SelectSend Feedback Online.
3. Then clickProduct Suggestion.
4. Enter your suggestions and details, then hitSend Feedback.

   

For more details about the QBDT Mac features, you can check out this user guide:QuickBooks Desktop Mac 2021 User's Guide.

Loop me in if you have other QBDT-related concerns or want to share your practices using the product. I'd be glad to assist you. Take care!

Let’s work on your default posting account for payments in QuickBooks Desktop (QBDT), apeters.

We can alter your payment preferences to ensure that every payment posted to your account is routed to the Undeposited Funds. You can follow the steps below to start:

1. Go to theEditmenu and selectPreferences.
2. Navigate to thePaymentssection and tap theCompany Preferencestab.
3. In theReceive Paymentssection, mark checks theUse Undeposited Funds as a default deposit to account.
4. ClickOK.
   

Moreover, you can learn more about utilizing this account by visiting this resource. This includes thorough details about how it works:What’s the Undeposited Funds account?

Additionally, I’ve added some resources you can look into to manage your transactions as well as your books:

• Record and make bank deposits in QuickBooks Desktop
• Add and match Bank Feed transactions in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

I’m always here whenever you needed my help. You can tap the reply button or post your concerns here. Have a good one!