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Melissa016
Level 2

Payment preferences in customer file

Is there a limit to the TYPE of payments accepted in the customer file? We run automatic payment for our customers on certain days of the month and need to be able to get a printout each day. We thought we might use this field for sorting printout.

Solved
Best answer December 18, 2020

Best Answers
KlentB
QuickBooks Team

Payment preferences in customer file

Thanks for checking out the Community space, Melissa016

 

I'm here to share some information about how payment methods work in QuickBooks.

 

By default, the three payment types are cash, check, and credit card. Although, there is no limit to the method of payments accepted in the customer profile. Depending on your customer's needs, you may want to add ACH, EFT, or a specific name for each type of credit card accepted. You can also edit an existing payment method name to suit your client's preferences.  Here's how:

 

  1. Click the Gear icon.

  2. From the Lists section, select All Lists.

  3. Choose Payment Methods.

  4. Click Add to create a new payment type.

  5. If you need to change the name, select Edit from the drop-down arrow in the Action column.

  6. Enter the name, then click Save to complete the process.

Additionally, I recommend reading this article to know what are the types of payment we accept for QuickBooks Online subscription.

 

You can always find me here if you have any other concerns or follow-up questions. Have a wonderful holiday.

View solution in original post

1 Comment 1
KlentB
QuickBooks Team

Payment preferences in customer file

Thanks for checking out the Community space, Melissa016

 

I'm here to share some information about how payment methods work in QuickBooks.

 

By default, the three payment types are cash, check, and credit card. Although, there is no limit to the method of payments accepted in the customer profile. Depending on your customer's needs, you may want to add ACH, EFT, or a specific name for each type of credit card accepted. You can also edit an existing payment method name to suit your client's preferences.  Here's how:

 

  1. Click the Gear icon.

  2. From the Lists section, select All Lists.

  3. Choose Payment Methods.

  4. Click Add to create a new payment type.

  5. If you need to change the name, select Edit from the drop-down arrow in the Action column.

  6. Enter the name, then click Save to complete the process.

Additionally, I recommend reading this article to know what are the types of payment we accept for QuickBooks Online subscription.

 

You can always find me here if you have any other concerns or follow-up questions. Have a wonderful holiday.

View solution in original post

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