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Intuit
32 helpful votes

Add or modify the accepted credit card types in QuickBooks

Learn the easy steps to set up or edit credit card payment method in QuickBooks.

By default, QuickBooks Payments account accepts Visa, MasterCard, Discover and AMEX however, if one of the payment method option is missing, you need to re-create it manually in order for merchant processing to work.

You can also use this feature for transactions that needs to be identified as credit card payments even though you don't have a merchant account and there is no need to actually process the credit card.

Set up Payment Method in QuickBooks

QuickBooks Desktop for Windows

  1. From the Lists menu, select Customer & Vendor Profile Lists, then choose Payment Method List.
  2. Select Payment Method and choose New.
  3. Enter the appropriate Payment Method and Payment Type
  4. Select OK.IMPORTANT: The Payment Method should match the Payment Type.User-added image

QuickBooks Online

  1. Select the gear icon, then All LIsts.
  2. Select Payment Method, then choose New.
  3. Enter a name for the payment method. Select This is a credit card if necessary.NOTE: If the This is a Credit Card checkbox is unchecked, that payment method is not going to be processed with Merchant Services. This is often used when you need to record a credit card payment without submitting the card for electronic processing.
  4. Click Save.NOTE: This change is not retroactive and will only apply to future payments received.User-added image

QuickBooks Desktop for Mac

  1. From the Lists, select Customer & Vendor Profile, then choose Payment Methods.
  2. Click the [+] button to pull up the New Payment Method window.
  3. Enter the name of the new method and select OK or Next to add another Payment Method.User-added image

Edit, disable, or make a payment method inactive in QuickBooks

QuickBooks Desktop for Windows

REMINDER
  • Some payment methods are hardcoded and cannot be deleted.
  • Payment Method should be similar to Payment Type otherwise, you will receive an error when processing payments. If you wish to disable a payment method, change the Payment Type to Cash. This will allow you to record the payment as the original Payment Method without processing the credit card electronically. You can also disable a payment method by setting it to Inactive. Once inactive, the method will continue to appear in reports but will not available when processing a payment.
  1. From the Lists menu, select Customer & Vendor Profile Lists, then choose Payment Method List.
  2. Right-click the payment method and select Edit Payment Method or Delete Payment Method as necessary.
  3. Select OK to save the changes.

QuickBooks Online

IMPORTANT: Uncheck the Credit Card field if you wish to continue using a Payment Method without actually submitting the card data for processing.

  1. Select the gear icon, then All LIsts.
  2. Select Payment Method. Choose the Credit Card Name and click on the drop down arrow, then choose Edit or Delete as necessary.
  3. Choose Save.NOTE: This change is not retroactive and will apply to future payments received.

QuickBooks Desktop for Mac

  1. From the Lists, select Customer & Vendor Profile, then choose Payment Methods.
  2. Select the pencil icon to pull up the Edit Payment Method window.
  3. Change the Payment Method Name or make it inactive as needed.
  4. Select OK or Next to add another Payment Method.

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