QB Sync - Deposit payments to specific accounts based on payment type

5 votes

Currently, any payment received in Invoice is applied to the Undeposited Funds account when syncing in Quickbooks online. Instead, it would be easier to create a setting for each payment type to be deposited to a specific account.

Done Suggested by: Brian (04 Oct, '19) • Upvoted: 12 Nov, '20 • Comments: 4

Comments: 4

19 Aug, '20
Pratik Mistry
Hello,

This feature is very important for our organization. As we receive multiple types of payments i.e. Deposit and bill are two separate payments received which need to be saved onto different accounts ( liability and AR ). Please let us know if you are able to implement Deposit payments to specific accounts based on payment types.
16 Dec, '20
Jared King Admin
This is now available!! If you go to your integration settings on Invoiced you can now configure deposit accounts by payment method and currency combination.
17 Dec, '20
Brian
This is great, thanks for rolling it out.
I didn't see paypal or balance payments as a options of payment types. Can those be added?
22 Dec, '20
Jared King Admin
Credit balance activity will be handled in the near future with its own settings. Stay tuned!

The PayPal payment method has been added as an option. Thank you for the feedback!