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.
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.
I regret to tell you there is no such "Payment" tab in Accounts & Settings, therefore your solution does not work.
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:
Should you need anything else, please let us know. We'll be right here to help.
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.
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.
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:
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.
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.
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!
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.
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.
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."
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 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.
<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.
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:
Please visit us again whenever you have other questions about QuickBooks.
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)
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.
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.
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!
I'm having the exact same issue with QB online. I deselect credit cards, but when I click "done" both credit cards and ach are automatically rechecked
Hello there, dlntx9.
Deselecting the credit card payment option when creating invoice should be saved in QuickBooks Online (QBO). Since you're experiencing it the other way, let's try performing some basic troubleshooting steps to isolate this.
First, let's use an incognito or private browser when . Below are the keyboard shortcuts:
If the same issue continues, I encourage you to contact our QuickBooks Care Support for a deeper investigation.
I'd appreciate if you'd let me know the results. I'll be right here until this gets fixed.
I was able to find a solution to this problem that actually works. Calling merchant services was how I was able to find it but the solution does not require them.
Click on Account and Settings
Click on Sales
Click the pencil to the right of Online delivery
Change the "Additional email options for invoices" to "Plain text".
This is no longer give the option for users to pay via credit card through QBO merchant services. Apparently this is the work-around since one of the recent updates that prevents us from turning this off via other methods.
I'm increasingly disappointed when reading these threads. I have the same problem as above and I hate seeing the same exact replies from the "support" team who clearly doesn't read the messages in full from their customers. If anyone in the Intuit corporate headquarters is reading this, PLEASE fix this customer service issue or you're going to lose customers.