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s_langley83
Level 1

how to delete payment methods?

 
1 Comment 1
ShangY
QuickBooks Team

how to delete payment methods?

Currently, there is no direct option to delete a payment method in QuickBooks, @s_langley83. However, there is an alternative way to make it inactive.

 

If you're referring to the payment method in the Payment settings, there's no option to delete it. 

See the picture below.

image.png

 

You can choose to unselect any payment methods you don't want your customers to see before sending an invoice. This way, those options will not appear in the customer's invoice email.

 

image.png
 

If you are talking about a manually recorded payment in QuickBooks, you can make it inactive by following these steps:

 

Here's how:

 

  1. Click on the Gear icon.
  2. Select All Lists.
  3. Click on Payment Methods.
  4. Choose the payment options you want to make inactive.  
  5. Click on the drop-down menu and select Make inactive.

 

image.png

 

 

 

Feel free to reply to this post if you need further assistance. 

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