Include/Exclude Projects From The Customer List When Recording Customer Deposits

1. Navigate to Setup > Accounting > Accounting Preferences.
2. Click the Items/Transactions tab.
3. Under Sales & Pricing section, set the Consolidate Projects on Sales Transactions checkbox accordingly:

• Marked = projects are excluded from the Customer list
• Unmarked = projects are included to the Customer list

4. Click Save.

To test, navigate to Transactions > Customers > Record Customer Deposits and click the Customer drop-down list.