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February 12, 2019
Question

What are the payment methods in Quickbooks?

  • February 12, 2019
  • 2 replies
  • 24 views
No text available

2 replies

john-pero
Level 12
February 12, 2019

Payments methods for what?

 

For your subscription, a debit/credit card with a valid US address

 

For your customers, anything you want to set up as a payment method.  If a method is not listed, add it. 

Although unable to encode the microprint around a check required by current bank law we used to be able to pay vendors with chickens, goats, and cows, in fact 50 years ago it was legal to write out a check on the side of a cow and "hand" it over and the bank would cash it.

January 13, 2020

How do you add a customer payment method?

Ashley H
Level 4
January 13, 2020

Good evening, @Molleyoz. I'm here to guide you through the process of adding a payment method for a customer in QuickBooks Online.

 

In just a few clicks, you'll have a preferred payment method set for your customer. Here's how:

  1. Go to Sales on the left-hand menu, then Customers.
  2. Locate a customer you want to edit and click on their name. 
  3. You're now looking at their profile. Under the Customer Details tab, press on Edit.
  4. On the Customer Information window, go to the Payment and Billing tab. Select the Preferred payment method drop-down menu and enter the necessary information.
  5. Hit Save.

That's all there is to it!

 

If you have additional questions, the Community will always have your back. Have a fantastic day.

December 14, 2021

I already tried going to Customers and clicking on Add Credit Card Processing and nothing happens.

 

AlcaeusF
Level 14
December 14, 2021

Hi @Marian0122,

 

Thank you for posting here in the Community. I can help you fix the option from the Customer Center section of your QuickBooks Desktop.

 

An issue like this usually happens when the browser's stored cache is full. It can cause unusual behavior to your navigation in QuickBooks, such as unresponsive features or options.

 

Aside from improving the software performance, it also fixes common and complicated errors. Here's how:

 

  1. Click the Help tab in the upper-right corner, then select Update QuickBooks Desktop.
  2. Go to the Update Now tab.
  3. Select the updates you want to include.
  4. Put a checkmark on the box beside Reset Update.
  5. Hit Get UpdatesDownload and install automatic QuickBooks Desktop updates
  6. Close and re-open QuickBooks.

 

After following the steps above, please run the Verify Data and Verify Rebuild tools. These features will help self-identify data issues within a company file and self-resolve them using Rebuild Data. 

 

To run Verify Data:

 

  1. Click the File tab at the top menu bar.
  2. Hover your cursor to Utilities.
  3. Select Verify Data.

 

Next, please run the Rebuild Data option through these steps:

 

  1. Click the File tab at the top menu bar.
  2. Hover your cursor to Utilities.
  3. Select Verify Rebuild.

 

Once done, restart your QuickBooks and add credit card processing again. The option should now work for you to add the details.

 

Additionally, you can visit this link to fix issues in the company files using the QuickBooks Tool Hub software: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Drop me a comment below if you have any other questions about the program features or paying bills. I'll be happy to help you some more.