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finances7
Level 1

How do you remove a payment method? We no longer use PayPal and would like to delete it from the options when I'm recording a sales receipt?

 
4 Comments 4
ZackE
Moderator

How do you remove a payment method? We no longer use PayPal and would like to delete it from the options when I'm recording a sales receipt?

Thanks for becoming part of the Community, finances7.

 

You can remove payment methods from your Payment methods list screen.

 

Here's how:
 

  1. Use the Gear icon, then go to All lists, then Payment methods.
  2. Find a payment method you'd like to remove.
  3. Click its Drop-Down Arrow (▼) icon in your Action column.
  4. Choose Make inactive.
  5. Select Yes.

 

If you don't see PayPal listed as a payment method on the Payment method list, or you did and you made it inactive, but it's still showing as a payment method when recording sales receipts, I'd also recommend checking your Sales settings:
 

  1. Use the Gear icon, then go to Account and settings.
  2. Access your Sales tab.
  3. Look for any mention of PayPal being connected to QuickBooks. If you find any settings to control the connection, you can disconnect your account.

 

I've also included a detailed resource about using PayPal with QuickBooks which may come in handy moving forward: Use PayPal

 

I'll be here to help if there's any additional questions. Have a great Tuesday!

finances7
Level 1

How do you remove a payment method? We no longer use PayPal and would like to delete it from the options when I'm recording a sales receipt?

Thank you very much!

bmayfield76
Level 1

How do you remove a payment method? We no longer use PayPal and would like to delete it from the options when I'm recording a sales receipt?

I have attempted to remove several payment types, however, I am getting an error message telling me that it is used on a client.  Well, yes it was.  It was used as a 1 time payment method via that persons credit card.  I need to REMOVE this payment method ASAP.  

Please advise if there is a work around for this, regardless if it is attached to a client or not.

CharleneMaeF
QuickBooks Team

How do you remove a payment method? We no longer use PayPal and would like to delete it from the options when I'm recording a sales receipt?

I'm here to share a way to remove the payment method, bmayfield76.

 

Deleting a payment method linked to a client isn't possible in QuickBooks Online. As a workaround, I recommend manually changing the payment method linked to the specific client to remove it.

 

Here's how:

 

  1. Go to the Gear icon and then select All lists.
  2. Choose Payment Methods.
  3. Please select the method you want to delete, then click Run report to determine the entries linked to it.
  4. Manually open the transactions and edit the Payment method.

 

Once done, you can delete the payment method.

 

Additionally, I have a few resources that can assist you in the future. The following links provide solutions on how to track credit card payments and manage credit cards on file:

 

 

If you need further assistance navigating through QBO or have additional questions on handling any credit card transactions or information, drop a comment below. I'm always ready to help and provide the guidance you need.

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