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useraccounting6
Level 2

How do I turn off the Bank Transfer Option on Invoices? Would like it to default to off and turn on as needed. Currently defaults on and have to turn off every time.

We are new to using invoicing on QB.
Solved
Best answer November 20, 2020

Best Answers
Jen_D
Moderator

How do I turn off the Bank Transfer Option on Invoices? Would like it to default to off and turn on as needed. Currently defaults on and have to turn off every time.

Thanks for contacting us about your payments preference, @useraccounting6,

 

You can turn off the Bank Transfer option in the Accounts and Settings page. Here are the steps to do that:

 

  1. Click the Gear icon and choose Accounts and Settings.
  2. Choose the Sales menu then tap the Invoice payments section.
  3. Remove the check mark for Accept ACH.
  4. Hit Save and then Done.

 

Once it is disabled in the settings, the option for Bank transfer will have an OFF tag. This means, when you send an invoice, only the Cards option will be shown to customers. See this invoice view:


When a customer pay the invoice online:

 

 

I'll be adding some related links to help your way around QuickBooks:

 

Let me know if you have any questions. I'll be more than happy to guide you with your tasks in QBO. Have a good day!

View solution in original post

1 Comment 1
Jen_D
Moderator

How do I turn off the Bank Transfer Option on Invoices? Would like it to default to off and turn on as needed. Currently defaults on and have to turn off every time.

Thanks for contacting us about your payments preference, @useraccounting6,

 

You can turn off the Bank Transfer option in the Accounts and Settings page. Here are the steps to do that:

 

  1. Click the Gear icon and choose Accounts and Settings.
  2. Choose the Sales menu then tap the Invoice payments section.
  3. Remove the check mark for Accept ACH.
  4. Hit Save and then Done.

 

Once it is disabled in the settings, the option for Bank transfer will have an OFF tag. This means, when you send an invoice, only the Cards option will be shown to customers. See this invoice view:


When a customer pay the invoice online:

 

 

I'll be adding some related links to help your way around QuickBooks:

 

Let me know if you have any questions. I'll be more than happy to guide you with your tasks in QBO. Have a good day!

View solution in original post

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