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cgostick-telus-n
Level 1

Is there a way to edit payment method types in sales?

 
3 Comments 3
Trish_T
QuickBooks Team

Is there a way to edit payment method types in sales?

Hi cgostick-telus-n,

 

I'm glad to see you reaching out to Community.  Welcome!  Ensuring your transactions are recorded accurately is vital for matching them with your bank and reconciling with ease.  QuickBooks Online has the features you need with the ability to add or edit items when needed.  I'd be happy to  help!

 

To add a new payment method to a sales receipt, follow these steps:

 

1. From the left menu, select +New

2. Choose Sales Receipt

3. Enter the Customer name

4. Using the drop-down in the Payment Method, click +Add new

5. Hit Save when done

You're all set!

 

If you have additional questions or concerns, please reach back out.  We'd be glad to assist!

 

 

GCMNA
Level 1

Is there a way to edit payment method types in sales?

The question is re payment "TYPE" editing or adding. Not payment method!

Why doesn't anyone answer this question? I keep searching and no answer anywhere. 

RhoiceW
QuickBooks Team

Is there a way to edit payment method types in sales?

Hi there, GCMNA.

 

To better assist you, could you please clarify what payment type you’re referring? This will help us provide you with the most accurate solution.

 

However, if you’re referring to the payment options available on the invoice page, please know that editing or adding new payment types isn’t currently an option in QuickBooks Online, as these are the default options.

 

If you’re referring to something else, please don’t hesitate to reply to this thread. We’re here to help you.

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