Set the Default Deposit Account for use in Quickbooks in the V1 QuickBooks Online Integration.
Options include:
- Set Default Deposit Account
- All payment records are sent to Quickbooks using the default deposit account selected.
- Use GL Account stored with Payment transactions
- All transactions are sent to Quickbooks with the GL account selected for the payment. If an account had not been selected of the Chart of Account has not been mapped, then the Default Deposit Account is used.
Steps:
- Navigate to Menu > Setup > Integrations > Quickbooks > Settings.
- Click the gear icon for Payments and select Set Deposit Accounts.
- Click the radio button for Set Default Deposit Account and select the appropriate default account from the available drop-down menu or click Use GL Account stored with Payment transactions.
- Save when finished.
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