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How do I remove credit card payment option?

 
19 Comments
QuickBooks Team

Re: How do I remove credit card payment option?

Welcome to the Community, @tammy5.

 

I can help you remove the credit card payment option in QuickBooks Online.

 

If your Payments account is linked to QBO, you may delete the option in the Account and Settings.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Click the Payments tab.
  4. In the Payment Methods, remove the credit card.

Please note that this would permanently remove from your Payments account.

 

Also, you can deselect the credit card temporarily when creating the invoice transaction. You'll need to uncheck the box for Cards under Online payments in the invoice page. 

 

While it's also possible to remove the credit card in the Merchant Service Center, I suggest contacting our QuickBooks Payments Team. They'll be able to pull up your account in a secure environment. 

 

The following article contains their contact information: https://community.intuit.com/articles/1164874.

 

This information should help you remove the credit card option. Let me know how things go once you've tried the steps. I'll be on the lookout for your reply and to further assisting you if you have other questions. Wishing you and your business continued success. 

jav
Established Member

Re: How do I remove credit card payment option?

I regret to tell you there is no such "Payment" tab in Accounts & Settings, therefore your solution does not work.

Moderator

Re: How do I remove credit card payment option?

Hi jav,

 

Please permit to jump in to this thread. 

 

Let's make sure you're logged in as the Master Admin before making any changes. This could be the reason why you can't see the option to edit the payment method in Account and Settings.

 

If you want to change the customer payment method for a specific customer, you can update it in her/his profile. Here's how:

  1. Click on Sales.
  2. Go to the Customers page.
  3. Select the name of the customer and click on Edit.
  4. In the Payment and billing tab, select the Preferred payment method.
  5. Click on Save.

Should you need anything else, please let us know. We'll be right here to help.

Community Contributor *

Re: How do I remove credit card payment option?

None of these processes work and they are actually 2 different topics. I cannot get rid of any of our client's previous credit cards or checking account info items. QBO does not permit this or does not have an easy process to resolve. I have full admin rights as well.

QuickBooks Team

Re: How do I remove credit card payment option?

Greetings, @muenstermann!

 

Let me help you remove your credit card payment method.

 

If you're referring to the invoice payment option, you have the option to disconnect your third-party credit card payment app.

 

Here's how:

  1. Go to Apps.intuit.com
  2. Log in to your account and go to My Apps.
  3. Disconnect the app.

If you're using a merchant account, please contact our Merchant Services. This way, they can remove this option for you.

 

However, if you're referring to the subscription payment method, you can change your payment method by following these steps:

  1. On the Gear, click on Account and Settings.
  2. Select Billing & Subscription.
  3. Under Payment method, select Edit.
  4. Enter the full credit card information: card number, name on the card, expiration date, and security code. Note that the billing address in QuickBooks Online is the same billing address on the credit card statement.
  5. Select Save Changes.

Feel free to read this article for more information: Update Payment Method for QuickBooks Online Subscription.

 

You can always get back to us by leaving a comment below. I'll be delighted to help you.

Community Contributor **

Re: How do I remove credit card payment option?

None of these answers work still. Is there someone from QB that can actually provide a useful response here? I've tried removing credit card payments from the invoice template, but as soon as I click Save after unchecking it, the check next to CC payments immediately comes back. One my Account settings, under payments, there is no ability to chance the credit card option. 

QuickBooks Team

Re: How do I remove credit card payment option?

I can lead you to the right department, Asore.

 

I suggest contacting QuickBooks Merchant Services support to have this taken care of. A phone agent can help you remove/cancel the credit card payment from the invoice template. 

 

You're always welcome to post anytime if you have other concerns. Have a good day! 

Community Contributor **

Re: How do I remove credit card payment option?

Why should I have to waste time calling Merchant Services to have this turned off? It seems to be a pretty basic and essential piece of functionality - we should be able to control how we want customers to pay. We could on Quickbooks Desktop. QBO online appears to offer this functionality, except it doesn't actually work, and the solutions provided don't work either.

 

I also suspect that your "call Merchant Services" solution is in fact shutting down my credit card merchant service account, which is not exactly what I am looking for. I want to have that account active in case there is some situation where I want to process a credit card transaction, so I do not want to shut down that account entirely. I just want to not enable credit card payments on invoices ever - functionality that QBO says it has, shows a check box for, and then doesn't actually work. I'm getting the feeling this is a shady business practice whereby Intuit is trying to force or trick users to accept credit card payments and increase their revenue off of us users. 

 

QuickBooks Team

Re: How do I remove credit card payment option?

Hello, Asore.

 

We don’t like to see our customers upset and inconvenienced. We always strive to create a positive customer experience.

 

We know that you don't want to cancel the QuickBooks Payments feature. We're routing you to the appropriate department since you're unable to do the steps my colleagues provided. They might have a different tool that can help you cancel the credit card payment in the invoice.

 

Of course, you can always get back to us if you have other concerns. 

 

 

 

 

Community Contributor **

Re: How do I remove credit card payment option?

Great, thanks, I get to waste time on the phone sorting out a problem that shouldn't exist. 

 

Can you actually address the real issue here - invoice templates appear to offer the ability to disable credit card payments, but don't actually. Can you address why that is? Can you acknowledge it is a bug and that there might be some effort made to fix it? It's a pretty basic necessity of invoicing and if it is broken, it needs to be fixed, across the board, not in ad hoc "call support." 

QuickBooks Team

Re: How do I remove credit card payment option?

Hello there, asore.

 

QuickBooks Online will set the payment option to credit card by default once the Payments feature is set up. Since you don't want to remove your merchant service account, you can set up a different invoice template.

 

Here's how:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Account and Settings, click Custom Form Styles
  3. Click the New Style drop-down list, and select Invoice.
  4. Set up the new template and click Done.
  5. Click the drop-down arrow next to Edit and choose Make Default.

Here's also an article if you want to import your own template: Import Custom Form Styles For Invoices or Estimates.

 

Please let us know if you need anything else. We're here to help you some more. Thanks.

Community Contributor **

Re: How do I remove credit card payment option?

<sigh> This is exactly what I have done. But as I stated before, and as other users seem to be experiencing as well, it doesn't actually work.  I unclick the Credit Card payment option, and as soon as I click Done, it re-enables the credit card payment option. 

QuickBooks Team

Re: How do I remove credit card payment option?

Hello, asore.

 

I appreciate all the efforts you’ve done to fix the issue. Since you’ve already tried all the possible solutions and none of them worked out, we’d like to endorse you to QuickBooks Payment support team for further assistance. 

 

Here’s how to contact our support team:

  1. Visit this link: https://community.intuit.com/browse/quickbooks-online-payments 
  2. Go to Still need help? section. 
  3. Select the Contact us link. 

Please visit us again whenever you have other questions about QuickBooks.

Active Member

Re: How do I remove credit card payment option?

If you go into the invoice itself (not the form template) - you can select the available payment options for that invoice.  Seems to work (also, for invoices which are setup as recurring invoices, the settings are saved)

Experienced Member

Re: How do I remove credit card payment option?

Is a solution to this being worked on? You still cannot turn off payments when they are turned on, and editing the templates still does not work. The payment options are permanently on by default. I get that you can untick it EVERY time you create an invoice, but surely it should not be this complicated, surely Intuit can add in a single tick box in the menu that disables this by default.
QuickBooks Team

Re: How do I remove credit card payment option?

I appreciate your time posting in the Community, 1401095000.

 

Once your QuickBooks Online account is linked to your QuickBooks Payments account, the payment methods will always be there. Though, as what RenjolynC mentioned, you can create a different invoice template. Then, we need to make sure not to include payment methods.

  1. Open the new invoice template.
  2. Go to the Payments tab.
  3. Remove the check from the payment options. Then, click Done to save.

Once done, create an invoice and click the Customize button. Select the new template to make the payment methods won't reflect. If you'd like, you can also make the new template the default one by following RenjolynC's steps above.

 

Also, when you remove the check on the payment options when you create an invoice, it'll stay unchecked when you create another one. You'll no longer need to keep on removing the checkmark.

 

Let me know if you have other concerns about invoices

Experienced Member

Re: How do I remove credit card payment option?

Thanks for your response, but as has been continually repeated in the thread above - this does not work! I have two templates, both with payment methods unticked, yet as soon as I open an invoice the payment option is ticked by default. Every time. I can try changing the template of the invoice and nothing happens. I can see the intention is for this to work but it is simply a function that is not functioning. I've contacted intuit about this and they said it was a bug and that I should report it but it appears nothing is being done and this particular bug seems ridiculous and it should be pretty simple to resolve.
Experienced Member

Re: How do I remove credit card payment option?

I wrote a reply but looks like it didn't go through so rewriting - apologies if this comes through twice! As has been repeatedly stated in the thread above, this option does not work. I have tried it. I have a template with payment options unticked but invoices still appear with payment options ticked by default - even when I try to switch template back and forth - it is always ticked. Unticking the payment options in the template does nothing - it is a completely redundant part of the invoice template. I have spoken to intuit about it and they say it is a bug - but when will it be fixed! Why does intuit insist on having functions that you cannot turn off!
QuickBooks Team

Re: How do I remove credit card payment option?

Hello, @1401095000.


I read through the thread and replicated the workaround shared by my colleagues. Disabling the credit card payment under Account and Settings is unavailable if QuickBooks is linked to a Merchant account.


Removing it as well from your invoice templates doesn’t update the transaction because its concept is for your customers to have the option to choose the method they would like to use. The preference is based on QuickBooks Payments way of giving your clients other alternatives to pay for their invoices.


Since you don’t want credit cards, I recommend manually unchecking it each time before sending the transaction. 


Let me pass this feedback to the right department for consideration in future enhancements. You can also visit our QBO Blog to get the recent news, information about the latest features, and updates.


I’m here to provide further assistance if you need anything else. Have a great day!