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info1999
Level 1

NEED LIST OF CUSTOMERS PAYING VIA ACH

NEED TO ALERT CUSTOMERS OF BANK CHANGE FOR ACH PAYMENTS HOW DO I FIND THE LIST OF THEM?

1 Comment 1
GenieBabe_L
QuickBooks Team

NEED LIST OF CUSTOMERS PAYING VIA ACH

Hello there, info1999.

You can pull up the Customer Contact List report to find your customers' list with their payment method.

Here's how:
 

  1. Go to Reports, and click Standard reports.
  2. In the search field, input the Customer Contact List report.
  3. Click Columns and scroll down until you find the Payment method option.
  4. Tick the box beside the Payment method column.

For additional help and clarification, you can click the Reply button below.

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