Account management

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 the Edit menu and select Preferences.
2. Navigate to the Payments section and tap the Company Preferences tab.
3. In the Receive Payments section, mark checks the Use Undeposited Funds as a default deposit to account.
4. Click OK.
   

    

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!