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Level 1

how do I change the default to unselected for payment processing?

Does anyone know if you can change the attached to default to NOT select the option?  We don't use quickbooks merchant so we have to keep unselecting this option for ALL credit card payments!

5 Comments
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Level 7

how do I change the default to unselected for payment processing?

Hey MJL1,

 

QuickBooks Online is designed to help you get paid faster, so it's vital to ensure your customers are able to pay their invoices using the correct methods. Our Payments service offers direct integration with your company, making it simple for us to handle a portion of your bookkeeping. If the Cards option is unchecked when you first save a new invoice, the system should remember your selection for future transactions. If you don't use your merchant account, feel free to reach out to our payments specialists using the methods below to request a cancellation.

 

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Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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Don't be afraid to get in touch! Getting paid is an important part of running your business.

Highlighted
Level 1

how do I change the default to unselected for payment processing?

Hello

 

thanks for the reply, unfortunately, it defaults to "selected" every time!

Highlighted
QuickBooks Team

how do I change the default to unselected for payment processing?

Hello MJL1,

 

Don't worry, I'll help you sort this out so that the option to process credit cards is not automatically selected in your QuickBooks Desktop company file.

 

I appreciate the screenshot you included in your first message as I can see that you're definitely using QuickBooks Desktop. The previous response you received was in relation to QuickBooks Online's Payments services and Canada's QuickBooks Online support options. I've followed up with my team to make sure we're answering for the product being asked about since there are differences between the QuickBooks versions.

 

It's also important to note that there are differences between the QuickBooks regional versions as well. For instance, QuickBooks Desktop Canada doesn't have Merchant Services, meaning the checkbox option isn't available in Canadian company files. For that reason, I suspect you may be using QuickBooks Desktop US.

 

If that's the case, please visit the QuickBooks Community US page to get help with your question or reach out to QuickBooks Desktop US support. Currently, your question is in the Canadian Community. The best way to make sure you're posting in the correct country version of the Community is to check the flag at the top of the page. If it's not the one you need, simply click the flag to change it.

 

In the event you are using the Canadian version of QuickBooks Desktop, I'd like you to get in touch with the Desktop Canada support team to share more details about your situation. That way we can determine the best course of action for your company file. The Intuit QuickBooks Desktop software support policies page has more details about getting in touch with Canada support.

 

I hope that helps.

Highlighted
Level 1

how do I change the default to unselected for payment processing?

Thanks for the quick reply. Yes I am using Canadian desktop version so I will be reaching out to support. 

Highlighted
QuickBooks Team

how do I change the default to unselected for payment processing?

Sounds like a good plan. All the best to you!