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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!

    B
    bbmhayes
    July 1, 2024

    I tried this, it does not work in any of my -customers accounts.

    When I go to the customers account, edit, Payments - it has a drop down box but nothing is in the drop down box. It is blank. I have payments set up in the all list section under payments, the option that are set are Credit Card and Check. These options are not available to me when I am in the customers account trying to pick a payment method... Why is that?

     

    B
    bbmhayes
    July 1, 2024

    Hi there, @bbmhayes.

     

    Welcome back to the community space. Allow me to assist you in returning the option to select a payment method for your customers in QuickBooks Online.

     

    You've mentioned that you've set up the payment methods in the All lists page of your QBO account, and nothing appears when clicking the dropdown box when editing your customer's payment method. I have replicated this on my end and have found a way to fix it.

     

    There are times when your browser's cache fills up too much causing slow performance and malfunctioning features in your browser's web applications, such as QuickBooks Online. To fix this, let's start with accessing QuickBooks Online using incognito mode or a private window.

     

    Here are the shortcut keys to go private mode in a browser:

     

    For Google Chrome / Microsoft Edge / Opera:

    • Windows: Ctrl + Shift + N
    • Mac: Command ⌘ + Shift + N

    For Firefox:

    • Windows: Ctrl + Shift + P
    • Mac: Command ⌘ + Shift + P

    For Safari:

    • Shift + Command ⌘ + N

     

    If this works, you can proceed to clear your browser's cache and cookies to clear temporary files running in your browser that have caused the malfunctions. Otherwise, you can also use other supported browsers to ensure it runs QBO efficiently.

     

    Additionally, here's an article you can browse on how to accept online payments for online and in-person sales with QuickBooks Payments: Receive and process payments in QuickBooks Online with QuickBooks Payments.

     

    You can always leave a reply if you have further concerns about customer's payments in QuickBooks Online. I'd be glad to assist you.


    I have done all of this.. It still does not show up in the drop down box. 

    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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