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DSAcct
Level 2

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop?

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop? I can tab my way through all the fields, scroll the date, but not change the payment type (ex: from check to Visa) without having to use the mouse.  I can move between the payment options but it doesn't select one that I stop on unless I click it with the mouse.  I'm wondering if there is a keyboard shortcut to tell it I want to use the payment type that I have tabbed onto for this payment I am receiving.

Solved
Best answer March 19, 2024

Best Answers
FishingForAnswers
Level 4

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop?

There is no traditional keyboard shortcut, but it is still possible to navigate the Customer Payment window using only your keyboard.

 

As you noted, you can tab over to the Payment Type buttons and move between the payment options using the left and right arrow keys.

 

To select one of the Payment Type buttons, press the spacebar.

 

Not as nice as having a straight keyboard shortcut, but at least it does not require a mouse.

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5 Comments 5
Sherrie_F
QuickBooks Team

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop?

Hello there, @DSAcct.

 

I'll share some insights about receiving a customer payment in your QuickBooks Desktop (QBDT) account.

 

Having a keyboard shortcut when receiving payments from a customer is currently unavailable in QBDT.

 

With this, I encourage you to send feedback to our Product Development team. We promptly review customer requests and consider them when prioritizing product enhancements.

 

Here's how:

 

  1. Open your QuickBooks Desktop (QBDT) company.
  2. Look for the Help option.
  3. Select the Send Feedback Online option.
  4. Choose the Product Suggestion option. A pop-up window displays.
  5. Enter a summary of your concern.
  6. Once done, hit the Send Feedback button.

 

Alternatively, you can also receive and process customer payments for invoices and in-person sales in QuickBooks Desktop via QuickBooks Payments.

 

Lastly, I've added this resource for you to be able to know how long it takes to get customer payments in your bank account after you process them: Find out when QuickBooks Payments deposits customer payments.

 

If you still need further assistance receiving customer payments, don't hesitate to let me know. I'd be glad to lend a hand at any time. Stay safe.

BigRedConsulting
Community Champion

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop?

No. When Intuit replaced the simple pick list with the ridiculous and unintuitive set of buttons to select the payment type a few years back, they did away with any shortcuts for them as well.

DSAcct
Level 2

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop?

Thank you for the reply. 

FishingForAnswers
Level 4

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop?

There is no traditional keyboard shortcut, but it is still possible to navigate the Customer Payment window using only your keyboard.

 

As you noted, you can tab over to the Payment Type buttons and move between the payment options using the left and right arrow keys.

 

To select one of the Payment Type buttons, press the spacebar.

 

Not as nice as having a straight keyboard shortcut, but at least it does not require a mouse.

DSAcct
Level 2

Is there a keyboard shortcut to select the payment type when receiving a customer payment in QuickBooks Desktop?

This helps and will work for me just fine, thank you!!

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