How to modify Payment Methods using QBDT for Mac

rcpinvestmentsfunds · ‎January 28, 2025

I have QBDT 2024 for Mac and I'm using it as stand Alone..not online. I would like to modify the list of Payment Methods to include ACH payments. I'm not comfortable with connecting with my bank online. So is there any way that I can modify the Payment Method to ACH without paying QB a monthly charge?

MsNorthPND18 · ‎January 28, 2025

I appreciate you taking the time to share your concern with Payment Methods using QuickBooks Desktop (QBDT) for Mac, Rcpinvestmentsfunds. Let me show you how to do it.

You can modify payment methods with ACH directly and hassle-free using QuickBooks Desktop (QBDT) for Mac. Ensuring users can easily modify existing payment methods to suit clients' preferences. Here's How:

From the Lists ▼ menu, select Customer & Vendor Profile, then select Payment Methods.
Select Edit ✎.
Change the Payment Method Name or select the Inactive checkbox to disable the payment method.
Select OK to save the changes.

For a better experience, to learn how to set up and edit credit card types, you can open this article: Add, edit, or disable a credit card.

Moreover, to manage your expenses and accounts payable, you can generate vendor reports. You can refer to this article for more info: Customize vendor reports.

I appreciate you reaching out today. If you have follow-up concerns about modifying the payment method to ACH in QBDT, please let me know by leaving a comment below. I'm always here to help. Wishing you a good one!

View solution in original post

MsNorthPND18 · ‎January 28, 2025

I appreciate you taking the time to share your concern with Payment Methods using QuickBooks Desktop (QBDT) for Mac, Rcpinvestmentsfunds. Let me show you how to do it.

You can modify payment methods with ACH directly and hassle-free using QuickBooks Desktop (QBDT) for Mac. Ensuring users can easily modify existing payment methods to suit clients' preferences. Here's How:

From the Lists ▼ menu, select Customer & Vendor Profile, then select Payment Methods.
Select Edit ✎.
Change the Payment Method Name or select the Inactive checkbox to disable the payment method.
Select OK to save the changes.

For a better experience, to learn how to set up and edit credit card types, you can open this article: Add, edit, or disable a credit card.

Moreover, to manage your expenses and accounts payable, you can generate vendor reports. You can refer to this article for more info: Customize vendor reports.

I appreciate you reaching out today. If you have follow-up concerns about modifying the payment method to ACH in QBDT, please let me know by leaving a comment below. I'm always here to help. Wishing you a good one!

rcpinvestmentsfunds · ‎January 28, 2025

Thanks! That was what I needed. Now I have a second question and that is is there a way to show a specific Payment Method for a Customer? I have three seller financed loans and one pays with the previous mentioned ACH and the other two pay with checks. The two payments with checks go in the Undeposited Funds and naturally the ACH goes directly in the General Checking account.

How do I show a "preferred payment" for each?

Gary

CarlSJ · ‎January 28, 2025

Yes, @rcpinvestmentsfunds. There's a way to show a specific payment method for a particular customer in QBDT for Mac. Let's collaborate and finalize this setup, ensuring a smooth and efficient sales transaction.

To display the preferred payment method for a customer, we will need to edit the customer's information or profile. Let's ensure their preferred method is indicated and ready for efficient transactions:

Go to the Customer Center.
Choose the specific customer on the list to edit their profile.
Head to the customer's payment settings.
Select their mode of payment under the Preferred Payment Method.
Once done, click OK.

Moreover, you can access detailed reports through the Customer Center, which provides an overview of data specific to a customer you select: Run reports from the Customer Center in QuickBooks for Mac.

Accurate payment methods for your customer will streamline transaction processes, and we're here to ensure everything is as smooth as possible. If there's anything we can offer, please return to us so we can lend you a hand.

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