Quickbooks Online - Create multiple "Accounts to apply payments to" options in setup
Currently ALL credit card, checks and cash have to go into a single acccount in QB that has to be manually sorted out in QB. If there were at LEAST the ability to have my Vantive Credit Card transactions posted into that account and Checks/Cash posted in Undeposited Funds, we would be saved hours of work each week.
Further detail - Our credit cards are posted to our bank automatically and recorded automatically when put in our Vantive QB account. i can't put checks in there. So all transactions go to Undeposited Funds now. I then have to go into QB and change all the Credit Cards and apply them to the Vantive setup (from undeposited funds) manually. If I could specify where my credit cards go seperately from Checks / Cash I would save a ton of time. We are about 60% credit cards and 40% cash / checks.
Steve
shared this idea
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josh
commented
Really hoping this gets looked at soon, this is SUPER annoying
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Gareth
commented
Same issue experiencing here.
Need certain payment types to map to specific deposit accounts in Quickbooks.
Example PayPal is RS should map to PayPal in QB
Cash to Cash
Bank Transfer to Bank
etcWhere as PDQ card payments that get settled at end of the day and submitted to bank as 1 total should continue to go to undeposited funds account
Need ability in RS QB sync settings to choose what payment method should deposit to what account
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paul Gordon
commented
Hi Guys, we currently have the same issue and we have to manually edit and change payment methods on every single job, so I add my voice to getting this implimented at some time, which would be great.