While any account be selected as the default Accounts Receivable account, we strongly urge that the account selected be of the core account type "Accounts Receivable." Note that an account being this account type does not necessarily make it the accounts receivable.

Before you change the default Accounts Receivable, navigate to the Accounts list and search for the account that you intend to set as the default accounts receivable. If the Account Type is already set to "Accounts Receivable," then nothing needs to be changed, and you can skip the next section. Otherwise, click the pencil icon to open the Edit Account screen.

If the account type is already correctly set to Accounts Receivable (as shown in blue on the previous step), then this step can be skipped. Otherwise, click the edit icon (depicted in green in the image above) to open the Edit Account screen (depicted below). Here, you will 1) change the Account Type to "Accounts Receivable" and 2) click the blue save button on the bottom right-hand corner of the window.

Now that the account is set up correctly, you can follow the directions below to get the system to treat that account as the Accounts Receivable account.

1. Navigate to the System Defaults page using the navigation links on the left to expand the "Setup" section and clicking "System Defaults"
2. Scroll to the section labeled "AR/AP Accounts" and change the value of the box labeled "Invoice AR Account" to the account that was setup in the previous steps.
3. Scroll to the section labeled "Customer Payments Defaults" and change the value of the box labeled "Payment AR Account" to the account that was setup in the previous steps.
4. Scroll to the bottom of the page and click the save button on the right-hand side.