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CarolynD2024
October 16, 2024
Question

how to disable payment process checkbox when receiving credit card payment

  • October 16, 2024
  • 8 replies
  • 77 views

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 replies

    Morgan_B
    Morgan_BQuickBooks Team
    QuickBooks Team
    October 16, 2024

    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.

    B
    benh1
    March 5, 2025

    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.

    Morgan_B
    Morgan_BQuickBooks Team
    QuickBooks Team
    March 5, 2025

    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.

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