Quickbooks Payment Account

Hi there, Kim.

I'm here to help you turn off the message you receive every time you send invoices to your customers.

The pop-up notifications in QuickBooks are intended to offer guidance for improving the user experience. While the option to permanently disable them is currently unavailable, you can dismiss the pop-ups by clicking on the X or No, thanks buttons. 

Another way is to enable the pop-up blocker of your browser. This prevents pop-ups to show up. Let me show you how: 

1. Click the lock icon to the left of the address bar.  

   

2. Select Site settings (Google Chrome) or Permission for this site (Mozilla browser).
3. Hover to the Pop-ups and redirects section, and select Block from the drop-down menu.
   

For Safari browser:
 

1. Open your Safari browser.
2. Click Safari, then Preferences
3. Select Websites at the top
4. Click Pop-up Windows on the left sidebar
5. Then select Block in the pop-up menu for website.

You can also search online for additional guidance on how to block pop-ups depending on the browser you're using.

If you receive the message via email, we can modify your account and decide what notifications you like to receive and no longer want to. Here's how:

1. Go to the Gear icon and then select Account and Settings.
2. Select Company.
3. Scroll down to Communications with Intuit, then click Marketing Preferences.
   
   
4. Once you're routed to your Intuit account, go to Preferences.
   
   
5. On the Email & SMS Communications section, uncheck all the updates you don't want to receive.
6. Once done, click Save.
   
   

Please keep us posted if you have other questions or concerns. We're always here to help you out.

Hi,

My question is about something other than email or SMS notifications. After I send a customer an invoice, there is a popup from QuickBooks to Set up online payments. How do you stop this from happening every time I send an invoice? Currently, we do not want to set up online payments as we pay our bills through Melio and receive payments via ACH. 

Thanks for getting back with clarifications, @Kim P2. I acknowledge your preferences concerning the pop-ups after sending an invoice in QuickBooks Online (QBO).

These pop-ups appear after sending invoices to show customers who might want to consider availing payment subscription. For now, since the option to permanently remove this message, I’m recommending you close it the usual way. 

Moreover, I suggest sending this suggestion to our product development team. Our product developers are responsible for evaluating and implementing new enhancements, so they would be better equipped to determine the feasibility and benefits of your suggestion for our users:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter a brief description of your product suggestion.
4. Click Next to submit feedback.

Furthermore, you can start categorizing your transactions to add them to the correct category and reconcile them to avoid discrepancies. With that, I’ll leave you with these resources for complete guidelines:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online
• Fix issues at the end of a reconciliation in QuickBooks Online

It brings me great pleasure to assist you with any product preference queries you might have. If you require further guidance in navigating through the application, feel free to post them in this forum. Take care!