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mike-dynteks-com
Level 1

How do I edit payment method list?

How do I delete a payment method?
1 Comment 1
Jen_D
Moderator

How do I edit payment method list?

Thanks for visiting the QuickBooks forum, Mike,

 

Let me help you manage your payment method in QuickBooks Online.

 

You don't have worry if you mistype a Payment Method description in QuickBooks Online. You can simply edit it with the correct name and you're good to go! For your guide, follow the steps below:

 

  1. At the top of your QBO file, click the Gear icon. You will see it beside the notification bell.
  2. Choose All Lists from the options.
  3. Pick Payment Methods.
  4. Find the one you created earlier and click the drop-down arrow beside Run report.
  5. Click on Edit if you need to update a payment method info.

  6. If you want to delete or remove s payment method, click on Make inactive.
  7. Once done, hit Save.

 

I'm also including some Resource Guides and tutorials to help your way around QuickBooks:

 

 

Comment here again if you need further assistance with managing the payment method or if you need anything else about the program. I'll be right here if you need anything else. Have a lovely day!

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