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Receive and apply customer payments

Use the Receive Payments window to record customer payments.

You can automate some parts of receiving payments by setting the appropriate preferences.

To do this task

  1. Open the Payments preferences.

    1. Choose Edit > Preferences.

    2. On the left side of the Preferences window, click Payments.

    3. Click the Company Preferences tab.

  2. In the Receive Payments section of the window, indicate whether you want QuickBooks to:

    • automatically apply payments

    • automatically calculate payments

    • use the Undeposited Funds account as the default deposit to account

    These settings are already turned on when you first use QuickBooks, but you can modify them at any time.

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See also

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