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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!

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3 Comments 3
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!

charly1962
Level 1

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.

Can I mass disable all the old invoices?

 

JessT
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.

Welcome and thank you for joining in on the thread, Charly1962.

 

As for historical invoices, we cannot do a mass or batch update to remove the Bank Transfer option. You can only do this one invoice at a time.

 

I see that my colleague, JedD, has provided a few related articles. Feel free to check this out if you want to see some references in the future.

 

The QuickBooks Team is always available should you have any other questions. Take care!

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