To choose a linked account for undeposited funds transactions

If you haven’t already read the Receive Money Overview, see Group with Other Undeposited Funds for more information.

  1. Choose Linked Accounts from the Setup menu, then choose General Ledger Accounts.
  2. Locate Checking Account for Undeposited Funds, and then enter the account number in the field next to the transaction type.
  3. Click OK.

To choose a linked account for undeposited funds transactions