cancel
Showing results for 
Search instead for 
Did you mean: 
shelbywolters
Level 1

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

 
1 Comment
AldrinS
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.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us