How do I remove one of the 5 payment buttons on the Customer Payments window, QB Premier desktop?
I am not asking about removing a payment option.
I want to remove the button that says Credit Card Debit Card because we use the More button where we have all the credit cards listed.
Hello there, DaveInTexas.
The option to remove the Credit Debit button in the Customer Payment window is unavailable. This button is for Credit Cards (American Express, Discover, MasterCard, Visa), Debit and other Credit Card your customer used when paying the specific purchase. It'll memorizes the payment type you used for previous transactions. It's also useful if you receive payments from your customers through our Merchant services.
On the other hand, the More option are other ways to tell QuickBooks how your customer is paying you aside from the displayed buttons. You might, for example, name a payment method Traveler's Checks, and assign it to the Check payment type. This way, it will be displayed when you choose to view payments to deposit by the Cash and Check or by the Check payment type.
You can check for future updates in the Help menu and New Feature. You might want to check this article that will help you identify where your payments go after receiving the payment.
Let me know if you need anything else.
How do I make the Credit/Debit button show all credit card options (Amex, Visa, MC, Disc)?
Right now when I click on that button, a popup appears, and the only payment method offered is Visa....and Add New.
(When I Add New and enter MC, Amex - they never appear as options later - it still only offers Visa)
Let me help you view your payment method list when creating a customer payment.
Let's begin by re-sorting your Master Name list (a combination of Customers: Jobs, Vendors, Employees and Other Names). It repairs damage lists in the program. Let me guide you through the steps.
Please refer to this article re-sort lists for more detailed steps. Just scroll down to the "Re-sort master names list" section.
Once you're done, close and re-open the program.
Next, check your payment method from the list again. Here's how:
Finally, go back to your Customer Payment window and check your Credit/Debit button. You'll see the list by clicking the Payment drop-down arrow.
The screenshot below will show how it looks like to view the payment list.
Here's the link if you need to add or match your payment transactions.
Please know that I'm always here for you. Just drop a post anytime. Have a great day ahead.
Thank you for the suggestion.
I have followed all the steps you have listed.
However I am still unable to add new credit card types (ie MC, AMEX, DISC) under the Credit/Debit button, the 3rd button from the left.
This is on Customer Payments and Sales Receipts.
When I click the Credit Debit button, I can then click the drop-down on the Payment box and what appears there is, VISA and Add New.
I click Add New and then enter MC. It appears to accept it.
Then I click Add New in an attempt to add AMEX and it appears to accept that, but now MC has disappeared as a payment option.
If I try to add any other payment method there such as the word "Help" (I tried this as a test) then it says "Help is not in the payment method list and cannot be created here. Please choose an existing payment method."
Welcome to the Community, @DaveInTexas.
When adding a new payment method in the Credit/Debit button, they will not show in the drop-down. They will be added to the payment method list which you can only see by clicking the More button.
However, if you're still unable to see them, let's try to run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities. These tools will repair and notify you of any possible data damage within the file.
If QB detected no problem with your data, hit OK and double-check if the date is already correct. However, if it finds an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below. Here's how:
For additional information about the process, consider checking out this article: Resolve data damage on your company file.
I'm also adding these articles for future reference:
Please let me know in the comment if you have any other issues or concerns, and I'll get back to you as quick as possible. I'm always here to help. Have a great weekend!