LIMITED TIME 90% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
CarolynD2024
Level 1

how to disable payment process checkbox when receiving credit card payment

is there a way to disable the payment processing box from always being checked when recording a credit card payment.  we do not use the intuit merchant service integrated into QB.  We only use QB to record payment receipt.

8 Comments 8
MorganB
Content Leader

how to disable payment process checkbox when receiving credit card payment

Good morning, CarolynD2024.

 

Thanks for joining us here in the Community. I'm happy to walk you through the process to disable the payment processing box in QuickBooks Online.

 

This can be done in just a few steps. Here's how:

 

  1. Click the Gear icon in the top right corner.
  2. Go to Account and Settings.
  3. Select the Payments tab.
  4. In the Payment Methods section, remove the credit card or ACH.

 

You can also delete the credit card payment through the Payment Methods page. In the credit card section, select the Make inactive option under the Actions column.

 

The following article provides additional info about editing company settings in QuickBooks Online.

 

By following the steps listed above you'll be able to turn off the option for credit card processing. Please feel free to drop a comment below if you have any other questions.

BigRedConsulting
Community Champion

how to disable payment process checkbox when receiving credit card payment

@MorganB  RE: Click the Gear icon in the top right corner.

 

There's no gear icon in the top right corner of QuickBooks Desktop, which is the product the OP is using.

barbwarn
Level 1

how to disable payment process checkbox when receiving credit card payment

The instructions below DO NOT WORK!! I DO NOT and WILL NOT use QB payment processing. It is a major inconvenience to have to UNCHECK the Payment Processing box EVERYTIME I check credit card as payment method!! Quickbooks is trying to become a credit card processing company that I do not choose to be a part of. How can the box be disabled? Do any of the quality control people check changes before they are implemented? Maybe ask for customer trials before doing a blanket change?

Tired21
Level 1

how to disable payment process checkbox when receiving credit card payment

I don't know when it was added to my QB desktop but every time I take a check I have to uncheck that box. How do I get rid of that?  It was not there for me until this week.

Tired21
Level 1

how to disable payment process checkbox when receiving credit card payment

I just discovered I could turn off that box by clicking on check instead of echeck.  You might have to do it several times to get it to stay off, but it seems to work.

benh1
Level 2

how to disable payment process checkbox when receiving credit card payment

MorganB, 

 

Do you know how to turn off the "process payment" checkbox in QuickBooks Desktop?  I'm having the same issue.  I record a lot of credit card payments in QB, but I DO NOT need them processed through QB, I'm just recording.

 

Unchecking the box over and over again is becoming time consuming.

MorganB
Content Leader

how to disable payment process checkbox when receiving credit card payment

Thanks for joining this thread, benh1.

 

I can show you how to disable payment options in your QuickBooks Desktop account.

 

It's worth noting, you can’t modify some payment methods when connected to merchant services. You can change the Payment Type to Cash if you only want to save a payment method without charging the credit card.
 

1. From the Lists ▼ menu, select Customer & Vendor Profile Lists, then select Payment Method List.
Note: Payment method should always be the same as payment type. Otherwise, you’ll receive an error when you process payments.
2. Right-click the payment method you want to edit or disable. Then, follow these steps:
       • Edit - Select Edit Payment Method. Edit the payment details, then select OK to save the changes. 
       • Disable - Select Edit Payment Method and select the Method is inactive checkbox. Then, select OK. Once inactive, the method will continue to appear in reports, but won’t be available when processing a payment.

 

The following article provides additional info about adding, editing, or disabling credit cards in QuickBooks.

 

Please don't hesitate to drop a comment below if you have any other questions. I'll be here to help.

benh1
Level 2

how to disable payment process checkbox when receiving credit card payment

Thank you for the help, MorganB.  This worked.  When I made the Visa payment method "inactive" it still showed up in the "sales receipt" screen, but the "process payment" button is unchecked.

 

Thank you.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us