How to Change your Default Deposit To Account in QuickBooks

Published 08/31/2010 |

I can set "undeposited funds" as the default holding account but it does not carry through to the actual working of the donor receipt transaction. All QuickBooks will let me use is "petty cash". No matter what I choose, when I do the actual deposit, the location of donor transactions shows up as "petty cash". While I don't think that's actually a big deal — my executive director is flipping out over using petty cash.

Do you mean when you go to Banking > Make Deposits that the Deposit To account keeps defaulting to your petty cash? This defaults to the top bank account in your chart of accounts, but you can always change it in the dropdown list to the right of the Deposit To box

You can change the default account for Make Deposits, as well as Write Checks, Pay Bills and Pay Sales Tax by at Edit > Preferences > Checking.

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Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.

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