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VincentHS
November 3, 2022
Solved

Where to update customer payment method items / description

  • November 3, 2022
  • 2 replies
  • 35 views

I want to update the payment methods of our customers, but I can't find where to update the options or list of the different methods. I can only see the 'Payment Method List' report... 

 

Any advice would be appreciated.  

Best answer by MadelynC

I’d love to walk you through how to change customers' payment methods in QuickBooks, @VincentHS.


QuickBooks Online ensures users can easily modify existing payment methods to suit clients’ preferences. Take a look at how to gain access to these lists.

 

  1. Start at the Gear icon, then choose All lists.
  2. Select Payment Methods.
  3. Locate the method, then select the dropdown menu under Action.
  4. Click Edit after.


If it’s for a specific customer, you can go to his/her profile and change the customer’s preferred payment method. Here’s how:

 

  1. Go to the Customers menu, then look for the customer's name and click it.
  2.  Select the Customer Details tab.
  3. Click Edit.
  4. Go to the Payments section, then select your proffered option under the Payment Method section.
  5. Press Save.


In case you want to personalize and add specific details to your sales forms, check out this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.


Leave a comment below if you have any other questions or concerns besides payment methods. I want to make sure everything is taken care of for you. Take care always!

2 replies

M
MadelynCModeratorAnswer
Moderator
November 3, 2022

I’d love to walk you through how to change customers' payment methods in QuickBooks, @VincentHS.


QuickBooks Online ensures users can easily modify existing payment methods to suit clients’ preferences. Take a look at how to gain access to these lists.

 

  1. Start at the Gear icon, then choose All lists.
  2. Select Payment Methods.
  3. Locate the method, then select the dropdown menu under Action.
  4. Click Edit after.


If it’s for a specific customer, you can go to his/her profile and change the customer’s preferred payment method. Here’s how:

 

  1. Go to the Customers menu, then look for the customer's name and click it.
  2.  Select the Customer Details tab.
  3. Click Edit.
  4. Go to the Payments section, then select your proffered option under the Payment Method section.
  5. Press Save.


In case you want to personalize and add specific details to your sales forms, check out this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.


Leave a comment below if you have any other questions or concerns besides payment methods. I want to make sure everything is taken care of for you. Take care always!

    V
    VincentHSAuthor
    November 4, 2022

    That was exactly what I needed to know, thank you!

      katherinejoyceO
      katherinejoyceO
      Level 9
      November 4, 2022

      Hello, @VincentHS.

       

      Thanks for letting us know that the steps shared by my peer above have helped resolve your issues.

       

      Feel free to write again if you have additional or future concerns about any of your QuickBooks tasks. We're always around to help.

      K
      klrose43
      June 29, 2023

      I want to change the credit card on file

       

      AlcaeusF
      AlcaeusF
      Level 14
      June 29, 2023

      Hello, klrose.

       

      Thanks for joining this thread. I'm here to help change your credit card in your QuickBooks Online (QBO).

       

      If you're referring to changing the credit card or payment method for your QBO subscription, the steps to do this are pretty quick and easy. This can be done by going to Account and settings.

       

      Here's how to do it:

       

      1. Sign in to QBO as a primary admin.
      2. Go to the Gear (Settings) icon at the top right.
      3. Select Billing & Subscription.
      4. Next to your payment method, click Edit ✎.
      5. This will launch the Wallet list. Enter the credit card information. (Card number, name on card, expiration date, and security code.) 
      6. Make sure to verify the billing address in QuickBooks Online is the same billing address on the credit card statement.
      7. Hit Save Changes.

       

      After saving your change, the payment method will be displayed on the Billing & Subscription page.

       

      To know more about managing and changing credit card or payment method in QBO, check out this article: Manage billing, payment, and subscription info in QuickBooks Online.

       

      In addition, I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

       

      Please click the Reply button below if you're referring to something else or have more questions about QuickBooks. I'm more than happy to answer them. Stay safe.

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