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How can I remove a customer's bank account from their saved payment methods?

 
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QuickBooks Team

Re: How can I remove a customer's bank account from their saved payment methods?

Hello there, @emne.

 

Thanks for contacting QuickBooks Community!

 

Currently, there is no option to remove the bank account of the customer. However, you can change the payment method of your customer with cash, check, or credit card so the client’s bank account won’t show when receiving payments. Below are the steps on how to change the payment method.

 

Here's how:


1. On the Dashboard, Select Sales.
2. Select the customer.
3. Click Customer Details.
4. Click Edit and select Payment and billing.
5. Choose Preferred payment method.
6. Click Save

 

You can create recurring transactions if you invoice customers at a fix schedule. See this article for more details: How to create a recurring invoice and manage recurring transactions.


 

Please know that you're always welcome to post if you have any other concerns. Have a good one.