Why can't I turn off the "process credit card" box on the Receive Payments page?

I can see the urgency of turning off the credit payment option of your invoices, @Marichel. Allow me to assist you further so you can successfully turn off the process credit box.

Based on what you mentioned, the credit card payment box in the receive payments page is automatically checked. To avoid this, I suggest that you uncheck the Process credit card box first so that the option to enter credit card details will disappear. Then, once you're on the receive payment page, please make sure to select the correct payment method.

I'll attach some screenshots for further details:

Moreover, you can verify when QuickBooks deposits your customer payments into your bank account by visiting this link: Find out when QuickBooks Payments deposits customer payments.

Please leave a reply below if you have any follow-up questions about managing your payments or additional QuickBooks concerns. I'll be standing by to help you out.

Thank you for your reply but that does not help. Most of my customers have provided me with their credit card #, which I keep on file in QB. I use those numbers regularly as they make orders. When I go to the Receive Payment page to record their order, the Process Payment box is automatically checked. If I forget to uncheck the box (and I'm sure there's thousands of QB users like me) the payment is processed by Intuit, using the customer's credit card. I don't want QB to process the payment. I have my own provider for that.

That Process Payment box should be unchecked by default, or better yet the user should have a way to set the default on or off.

What it appears like is that Intuit is using that 'feature' to drive c/c transactions through its own payment system. That's unethical, in addition to being a major inconvenience for QB users and their customers.

I understand how time-consuming it is for you, @Marichel. No worries. Let me get you the appropriate support in turning off the  Process credit card feature in QuickBooks Online (QBO). 

As we've already tried turning off this feature and still getting the box to tick or untick, I recommend contacting our Customer Care Support. This way, we can let them know the issue you've encountered, and they have the appropriate tools to assist you further. 

Here's how: 

• You can Chat with us. 
• We encourage you to review some of our commonly asked Payments questions.

The best way to contact the right person is to get help by calling us at 800-446-8848.

Please take note of the available support during these business hours: Mondays-Fridays, 6:00 AM to 6:00 PM PT. 

Additionally, I've added this article to learn how to check when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

Feel free to reply to this thread again if you need further assistance managing your funds in QuickBooks Online. I'm always here to assist. Keep safe. 

The page at this URL shows up every time I send an invoice.  I DO NOT want to 'apply to receive payments online'  not sure how that turned on but just really want to do my work and it is hindering it.  If I want to buy something, I'll ask.

Hello there. 

I can share some insights regarding the prompt you're seeing when trying to send an invoice.

The prompt is a system reminder providing a friendly suggestion to consider online payments, but you're free to decline if it's not something you need. You can simply click the 'X' to close the prompt, then proceed to Save and exit.

Setting up online payments can offer benefits like automated processing and faster fund transfers, but it's not mandatory. You can skip the online setup process and prefer to handle payments offline or through another method.

In addition, here's a link to send statements to your customers to show summaries of their invoices, payments, credits, and balances for future reference: Create and send customer statements in QuickBooks Online.

Please let me know if you have any other questions! I'm happy to provide further guidance on online payments or any other QuickBooks functionality.

It is showing up for every invoice!   I don't want to have to click now and save and exit every time -- that is what is happening!

L

Thank you.  As I mentioned, this shows up EVERY time I do an invoice.  That can't be right.  I 100% do not ever want you to take payments for me.  So at least only try to upsell me once in awhile that every invoice.

L

Let me share some details on why the "Apply to accept online payments" message appears when creating an invoice, upsellhater.

The accept online payments pop-up message appears when creating and sending an invoice if you have an active account for QuickBooks Payments or if you sign up for this payment feature. Aside from the recommended solution provided by my colleague, we'll need to make sure the Accept online payments option is not activated on the Invoice payments page. Here's how:

1. Go to the Gear icon on the top menu.
2. Click Account and settings.
3. Go to Sales and choose Invoice payments. Then, ensure this is not activated.
4. Press Save and Done. 

Once done, try creating an invoice again and make sure the Payment method is off. 

If the same thing happens, I'd suggest contacting our Merchant Services Support Team to turn off your QuickBooks Payments (if you want to stop using the online payments feature). They can help you disable the online payments option entirely and stop the pop-up message to appear in the program.

I'm adding this article to learn about personalizing the sales forms you send to your customer for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you have any other questions or concerns related to managing your customer invoices, please don't hesitate to let me know. I am here to assist you. Take care always.

Thank you for your reply but your method does not work. I migrated from QB Desktop and all my customer's c/c data came with the move. QBO automatically checks the "Accept Payments Online" box on the invoice page if you have c/c data for the customer. Turning off Accept Online Payments in Accounts and Settings does not disable that 'feature.' QBO will continue to try to accept payments through Intuit's payment system. I've found a work-around but it's cumbersome and time consuming. And the risk remains that entering c/c data for a customer will trigger QBO to accept payments that way, leading to double charged - and annoyed - customers.

1. Turning off Accept Online Payments in settings should disable that feature globally, regardless of whether you have c/c data on file for the customer.

A related annoyance is that QBO does not allow you to see the customer's c/c data once you've entered it. This is less than useless for those of us who need to see that data to charge the customer through another payment system. It's also self-defeating from the security aspect because we have to keep the c/c data elsewhere which is less than optimal.

2. An admin should always be able to see the c/c data. Simply protect it with a password so that others can't see it.

The unstated reason for those two 'features' is that Intuit appears to be trying to drive payments through its own payment system, rather than allowing the QBO user to use an alternative system. This is unethical.

All you 'fixes' do not work. I want that entire area to go away. I simply what to select the payment method and move on. 

What you see on your screen is a prompt in QuickBooks Online (QBO) that serves as a gentle reminder to think about using online payments, but you can choose to ignore it if it's not necessary for you. Just click the 'X' to dismiss the prompt and then continue to Save and exit, Jangia.

Since you want the prompt to go away entirely, I suggest sending feedback to our software engineers. They can consider adding it to our future product updates. Here's how:

1. You can go to the Gear icon.
2. Under the Profile column, press the Feedback button.
3. Write your product suggestion, then click Next.

Additionally, if your customer intends to make a payment later, find out how to accept and document invoice payments in QBO: Record invoice payments in QuickBooks Online.

If you have any further questions about receiving payments or other QuickBooks matters, just click the Reply button below. I'm here to help and will get back to you quickly.

To get around this, I created a new payment method called "Credit Card Donation" (we're a non-profit) and when you create a new payment method, it asks if this is a credit or debit payment option.  I left that box unchecked.  So now when I'm entering credit card donations that come through other websites, I choose my new payment method and the "process credit card" box does not show up and does not need to be unchecked every time.  You could create a payment method called "Credit" or "CC". 

There's always a work-around! Thanks for your suggestion. The vast majority of my customers pay me directly via c/c, but I don't use Intuit to settle my c/c accounts because their fees are too high. The issue for me is that I need to keep the c/c on file to keep charging my regular customers manually.  I use a slightly different method than yours. The only payment option that QB provides that doesn't trigger the credit card through Intuit method is "Cash." Even if you set up your customer to pay by cheque, the c/c method will still be checked on the payments window.   So I set Cash as the payment method for all my customers, including those that pay by c/c. I record the card details in the Notes section of the customer's account record for easy access.