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orders17
Level 2

Bank Transfer option automatically unchecks after sending invoice

 
4 Comments 4
orders17
Level 2

Bank Transfer option automatically unchecks after sending invoice

After I send the invoice it all looks okay and there is an option to pay by bank transfer. But after 15-20 minutes there is no longer this option and when I go to view the invoice the Bank transfer option is no longer selected. 

RCV
QuickBooks Team
QuickBooks Team

Bank Transfer option automatically unchecks after sending invoice

We can perform some troubleshooting solutions to get the Bank transfer payment method working, orders17.

 

Let's make sure the Bank Transfer is enabled in the Payments settings in QuickBooks Online (QBO). Here's how:

  1. Go to the Gear icon on the top menu.
  2. Select Account and Settings.
  3. Tap Payments.
  4. Select the Sales tab.
  5. Choose the Payment Method and ensure the Bank Transfer is turned on.
  6. Click Done.

Then, go the invoice you sent and ensure you place a checkmark for Bank transfer under the Online payments section. Once done, try sending the invoice to your customer again.

 

If the same thing happens, it's possible your browser's cache data is full of frequently-accessed page resources or damaged. Let's try accessing QBO using a private or incognito window to check if this is a browser issue or not.

 

Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

If it works, clear your browser's cache to delete those temporarily stored files. You can also try clearing Intuit-specific cookies to refresh website preferences on your program. Just go to Step 2: Clear Intuit-specific cookies from your browser section in this article: Clear cache and cookies to fix issues when using QuickBooks Online.

 

Then, go this task as well on other supported, up-to-date browsers like Google Chrome, Internet Explorer, or Mozilla Firefox.

 

If the problem persists, I'd suggest contacting our Merchant Services Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.

 

I have a link here that provides you with articles about managing your invoices: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/invoices/08?product=QuickBooks....

 

Fill me in if you need a hand with creating recurring transactions or any QBO related. I'm always here to help. Keep safe and healthy. 

orders17
Level 2

Bank Transfer option automatically unchecks after sending invoice

Thanks for the answer. Its not an issue accepting online payments or sending the email. The issue is once the email is sent with the payment allowable via bank transfer it works okay for 20 minutes but then reverts to unallowable. 

AileneA
QuickBooks Team

Bank Transfer option automatically unchecks after sending invoice

I appreciate the clarification, @orders17. To isolate this case, I suggest to use a private window and clear the cache. You can follow the steps provided by my colleague above on how to clear the cache. However, if the issue persists, I recommend contacting our support, as they have the tools to pull up your account in a secure environment and fixed this issue.  

 

Here's how to contact our support team: 

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us. Message an agent or Get a callback. 

 

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 Due to the outbreak, we have limited staffing and have reduced our hours to 6:00 A.M. -6:00 P.M. PT Mon-Fri and some products will only have chat support during this situation.  Rest assured, we will resume normal hours as soon as possible.  

 

Keep me posted if you have any other questions with this concern. I'll make sure to get back to you as soon as I can. Have a great day!

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