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VincentHS
November 3, 2022
Solved

Where to update customer payment method items / description

  • November 3, 2022
  • 16 replies
  • 152 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!

16 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!

    M
    mdyork
    March 21, 2023

    Hello, I am working in Enterprise 2023.  I have made inactive several payment methods leaving only 4 payment methods as active.  However, when I go to the customer payment screen the inactive payment methods are still populating.  Can you tell me how to fix this?

    LieraMarie_A
    LieraMarie_A
    Level 8
    March 21, 2023

    Hey there, @mdyork.

     

    I'm here to help you clear those inactive payment methods. Let's perform some troubleshooting to identify what's causing the issue. 

     

    First, I recommend closing and reopening your QuickBooks Desktop (QBDT). If the inactive payment methods still appear, run the Verify/Rebuild tool. Verify will detect any damaged data. Rebuild will attempt to fix the damaged data detected. It also allows your QuickBooks software to refresh the data inside the company file. Make sure to create a backup copy of your company file before doing the process. Having a backup copy allows you to restore it to undo the changes.

     

    Follow the steps below on how to verify data:

     

    1. On the top menu, click File.
    2. Choose Utilities.
    3. Select Verify Data.
    4. Click OK when you see the message, QuickBooks detected no problem with your data.
    5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
    6. Click Close or View Errors and take note of the specific error message.

     

    Next, here's how to rebuild data:

     

    1. On the top menu, click File.
    2. Choose Utilities.
    3. Select Rebuild Data.
    4. Click OK if you receive a prompt to back up your company file.
    5. Click OK when you get the message, Rebuild has completed and proceed to the next step.
    6. Run Rebuild Data again to make sure there's no error.

     

    Moreover, ensure your QBDT is up-to-date. This way, you always have the latest features and fixes. You can also visit this link for additional troubleshooting steps: Tool Hub.

     

    Add a comment below if you have further concerns about receiving customer payments. I'll be happy to help you some more.

    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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