Where to find these preferences
These preferences affect all users. Only the QuickBooks
Administrator can change them.
Automatically apply payments
This preference causes QuickBooks to automatically apply a customer's
payment to the outstanding invoices for that customer. If the amount received
is less than the customer's outstanding balance, QuickBooks applies the
payment to the oldest invoices first.
When this preference is off, QuickBooks does not automatically apply
customer payments. You must specify how to apply each payment when you are in
the Receive Payments window.
Where to find this preference:
Open the payments preferences.
Choose Edit > Preferences.
In the list at the left of the Preferences window, click Payments.
Click the Company Preferences tab.
Automatically calculate payments
When this preference is on, you can select an invoice in the table of the
Receive Payments form before entering an Amount Received, and QuickBooks
prefills the amount of that selected invoice into the Amount Received field.
QuickBooks continues to automatically calculate the Amount Received based on
the invoices you select or deselect for that payment.
When this preference is off, QuickBooks does not automatically calculate
payments. You need to click Auto Apply to see the results of your payment on
the amounts for selected invoices.
Use Undeposited Funds as a default deposit to account
This preference causes QuickBooks to set Undeposited Funds as the default
account for depositing payments.
When this preference is off, QuickBooks displays the Deposit To field on the
Receive Payments and Enter Sales Receipt windows. You must click a destination
account from the drop-down list.
Include online payment link on invoices
Note: If you are subscribed to Billing Solution for QuickBooks, you won't see this section. Instead, your invoices display the URL for the Customer Account Center, so users can pay their invoices online.
Also include on printed invoices