Unable to Edit Client/Customer Field in Deposits

Agreed! Sadly, major changes like this should come with options, or the ability to decline. It’s happening more and more often where this software is making changes and in this case it’s not a simple adjustment to work around it. This particular change affects the ability to accurately record deposit entries. This is a big deal when it comes to reporting! This change not only affects new entries, but prior deposit information! 

Hello, Nolabrewer.

Thanks for posting your question here in the Community. I’m here to provide some steps to keep the deposit from auto-filling in QuickBooks Online.

To stop QuickBooks Online from automatically filling forms with previously entered data, you can disable the auto-recall feature.

Here are the steps to get this done:

1. Click the Gear icon (⚙) in the top right corner of your QuickBooks Online dashboard.
2. Under the Your Company column, select Account and settings.
3. Click the Advanced tab in the left-hand menu.
4. Look for the Automation section and click the pencil (edit) icon to modify it.
5. Uncheck the box or toggle off the switch that says Pre-fill forms with previously entered content.
6. Click Save, then Done to apply the changes. 

Once this setting is turned off, QuickBooks will no longer pre-populate info based on a customer or vendor's last transaction. The following article provides additional info about using auto-recall to pre-fill transactions.

Please give this a try and let me know how things look afterward. I’ll be here if you have any other questions.

After being on the phone with support for 3 hours, it does not sound like this was an intentional update on QB’s part.  They did not give me a clear answer yet, but QB’s engineers told the next level support rep I was on the phone with that this issue was news to them, and she was unable to find any release notes about it.  Hopefully this means it was just the unintended consequence of some unrelated updated and that it will be reverted/fixed.  

However, users should be aware that this update affected past data.  Meaning all of our past deposits no longer contain the previously entered in client/customer data.  Instead, the client/customer field inherited the Received From field name (regardless if if that was a client/customer or vendor).  Thankfully, at least the prior (correct) client/customer field data is still reportable based on the previously entered data...what a mess.

Agreed, we use the feature as well, quite frustrating, I hope independence is returned to the function.

Agreed that this was an unnecessary change that impacts a lot of us.  I use QBO as an investment property owner and as such receive bulk deposits from property managers that then needs to be split into individual transactions by customer (tenant).

As a quick fix, I was able to change the “received from” on a bank deposit transaction to the tenant but that does destroy the previous tracking that allowed me to document a difference between the party providing the deposit and the parties generating the breakdown transactions.

For anyone following this issue, I received the following email from QBO support on 7/9:

Good morning, this is X from Intuit QuickBooks Next Level Support. I'm reaching out in regards to the issue with the Bank Deposit - "Customer/Project" field now auto-populates with data in "Received From" field and cannot be edited. I was able to get an update from my internal team and they did advise me that it has now been escalated to the engineers on a path to resolution. I'm really sorry for the inconvenience this has cause, but if you have any questions or concerns you can contact us and reference your case number: X which has now been attached to the ongoing investigation. 

I emailed them back on the 9th to ask them to confirm this means they’re fixing it back to the way it was but I have yet to hear back.
 

This change hit our firm too and it's been a headache. For law firms especially, the distinction between "who paid" and "who it's for" is fundamental — insurance payments, settlement disbursements, and third-party checks are standard practice, not edge cases. The workaround we've been using: leave the Customer/Client field as-is (matching Received From), then add a custom field or memo note to track the actual client the deposit belongs to. It's clunky but preserves the data for reconciliation. You can also use Classes or Locations to tag deposits by client if your QBO plan supports it. That said, this shouldn't be necessary. The whole point of having separate fields is that they serve different purposes. If enough users push back on this, they may reconsider. Definitely add your feedback as suggested — and if you haven't already, try sending a complaint through the Help menu's "Feedback" option, not just chat support. Those actually get seen by the product team.

Im having the same issue and it’s still not fixed. Is anyone else still having trouble? What a nightmare. QBO gets worse every time I log in. I upgraded my client to Plus subscription to be able to track job costs and now this. I need to be able to enter the vendor that paid and the customer the payment is tied to, without creating an invoice or sales receipt. This is extremely frustrating…

BAD news everyone!!

I received an email back from QBO Support last night, and this is what they had to say:

We’re reaching out to you about a recent issue you had with when filling out Bank Deposits using "Track returns for customers" under the "Add funds to this deposit" section, the Customer/Project field cannot be changed.

We reviewed your case (X), and found that QuickBooks Online is working as designed. We appreciate you reaching out to us with your concerns, and would like to hear more. Submit your feedback in QuickBooks Online by selecting the Gear icon, then selecting Feedback.

I take this to mean they're not planning to fix the issue. That's absolutely crazy, especially when you consider they changed all of our historical data. Even worse, they didn't just remove the ability to edit the Customer field. They went back and changed existing deposits so the Customer now matches the Vendor. If they were going to force a change, at least doing it the other way around would have made more sense.

After looking around at other forums, my theory is that this is tied to the recent updates they've been making to invoices and how they link to deposits. My guess is they changed something there that broke the independent Customer field on deposits, and now they consider it "working as designed" instead of addressing the issue.

If we want this fixed, we're going to have to make enough noise to get past basic support and even the next level of support. The next level of support is who I was working with on this issue. Leave feedback in QBO. Post on social media. If you know someone who works at Intuit, talk to them about this so they understand how important this issue is. The more people who point out that QuickBooks silently changed historical accounting data and removed existing functionality, the harder this will be to ignore.

The other option is to leave QBO. That's not something we want to do, but this issue has made it impossible for us to accurately track who paid us and which client a deposit belongs to. We can't rely on our historical data anymore, and we can't accurately record new deposits either.

Thanks to everyone who commented, tested this on their own accounts, and confirmed we weren't imagining things.

I added feedback this morning. 

The most ridiculous part: Intuit’s own support article (LINK HERE), updated June 15, 2026, still instructs users to:

1. Enter the vendor under Received From.
2. Check Track returns for customers.
3. Select the separate Customer/Project.

That is the exact workflow their new restriction now makes impossible, and which they are now saying is “working as designed”.  I feel lied to and believe what really happened is that they broke it and they can’t figure out how to fix it. Their explanation about data integrity makes zero sense, since this change is what actually creates problems with data integrity AND I’ve been using this feature for years and it has never resulted in inaccurate reporting.

In any case, for my fellow accountants & bookkeepers, here’s a workaround that I think works for now, though it creates two extra steps. Any feedback or faster workarounds would be appreciated. 

1. Record what you would normally record on the deposit slip on a Vendor Credit form (with the customer/project recorded here).
2. Use Bank Deposit to show return from the vendor only and for the account, use Accounts Payable. Leave the project/customer and class blank here.
3. Then use Pay Bills to link the deposit to the vendor credit.