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David_D
Level 1

Disable the "Process payment" checkbox

I am having a problem in the "Receive Payments" window.

(I used to use Quickbooks merchant services but I no longer do.)

When I receive a credit card payment and go to enter it into the "Receive Payment" window,

I enter the amount etc. and then I press the "Visa" button

QB automatically checks the "Process Payment" checkbox.

How do I disable this automatic check on the process payment option?

 

The reason I want to do this is that:

  1. I don't use QB cc processing so I always have to uncheck it anyway
  2. It's that times 4 because each time I get 3 additional message windows that I need to close before I can continue:
    1. A "Sign-in" window. When I close that window,
    2. A message "You seem to be signed out". I cancel that and then
    3. A message "You canceled communication....."

Only after all that can I finally go ahead and uncheck that checkbox and save and close.

 

Can this be disabled by default?

 

6 Comments 6
Mark_R
Moderator

Disable the "Process payment" checkbox

Hello there, @David_D.

 

Let's uncheck the Online Payments feature so the Process payment checkbox won't automatically checks after clicking the Visa button.

 

Here's how:

 

  1. In your QuickBooks Desktop, go to the Edit menu, then select Preferences.
  2. Select Payments from the left menu.
  3. Go to the Company Preference tab, then uncheck the Credit Card and Bank Transfer ACH checkboxes.
  4. Click OK.

Once done, you can now receive payments without unchecking the Process payment checkbox manually.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day.

David_D
Level 1

Disable the "Process payment" checkbox

@Mark_R- Thanks

However, this was already unchecked as you can see in my screenshot:

screenshot_72.png

 

Why is this happening?

JessT
Moderator

Disable the "Process payment" checkbox

Thank you for checking the payment preference, David.

 

Aside from the settings in the Preference, QuickBooks auto checks the Process Payment checkbox if you've connected your QuickBooks Payments account or when your customer's Payment Method is set to credit card (Visa, Mastercard, E-Check, etc.). 

 

To stop the auto-checking behavior, you can disconnect your Payments account or set the customer's payment method to Cash or Check.

 

You can disconnect the QuickBooks Payments account by pressing F2, then Ctrl + A. When you get a prompt to clear upload times, select Yes, then OK.

 

Setting the payment method to Cash:

 

Talking about customers, you can also check their balances by running the Customer Balance Detail report. Just go to Reports choose Customers & Receivables and select it.

 

You can always visit us back here if you have other questions related to payments.

David_D
Level 1

Disable the "Process payment" checkbox

@JessT- Thanks for trying, however this is not a solution:

 

1) I did as you said - F2 then Ctrl+A and clicked yes.

At this point, when clicking "Visa" the "Process Payment" checkbox was again automatically checked

 

2) Setting up preferred payment is not even half a solution because:

  1. I cannot go doing this to all 700+ customers that I have
  2. Even if I could, the point is that when they pay with CC and therefore click on "visa", I get all those messages as before.

 

So, again I ask, is there any way to disable this???

 

ReymondO
QuickBooks Team

Disable the "Process payment" checkbox

I appreciate your effort in performing the steps above, @David_D.

 

I've read the entire conversation, and it looks like all the possible troubleshooting steps are already shared.

 

I can think of one possible reason why QuickBooks auto checks the Process Payment box. The system might still recognize that your company is still using merchant services.

 

We can update your QuickBooks Desktop to check if it can fix the issue. Generally, this will resolve common or unexpected errors within QuickBooks Desktop.

 

If the issue still exists after updating, I recommend reaching out to our customer support. This way, they can review your account and perform a further investigation to fix the error.


Here's how:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Continue.
  4. We’ll provide you a few support options. Select which one is best for you.

 

To ensure we address your concern on time, check out our support hours.

 

If you ever have other questions we can help you with, feel free to swing by the Community!

sunvalley
Level 1

Disable the "Process payment" checkbox

Mine was acting the same way. The way i was able to fix it was checking the boxes and clicking ok, then going back, unchecking the boxes and clicking ok again. That solved the issue now everytime i'm going to enter the payment the process payment checkbox is unchecked. 

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