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If I leave the payment method blank when receiving a payment does QB default to an electronic check?

 
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QuickBooks Team

If I leave the payment method blank when receiving a payment does QB default to an electronic check?

Hi there, shelbywolters.

 

Welcome to the Community. I can provide clarification on what will happen if you leave the payment method blank when receiving a payment.

 

QuickBooks will leave the Payment Method field blank if the correct option wasn't selected. I've attached a screenshot below to show you how it looks like.

 

If the Payment Method is left blank.PNG

 

To correct this, we can edit the payment you recorded and enter the method:

  1. Click Sales in the left navigation panel.
  2. Go to the Customers tab.
  3. Click the customer's name.
  4. Find and select the payment.
  5. From the Payment method drop-down menu, choose the right method.
  6. Click Save and close.

Edit Payment.PNG Edit Payment 2.PNG Edit Payment 3.PNG

 

That should do it! We also offer a guide on how to receive payments that you may find helpful moving forward.

 

Let me know here if there's anything else I can do to help you with. Thanks for dropping in, wishing you and your business continued success.

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