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dmbellis-gmail-c
Level 1

How do I remove the Paypal and Venmo options from my invoices?

 
7 Comments 7
CharleneMaeF
QuickBooks Team

How do I remove the Paypal and Venmo options from my invoices?

I understand the importance of removing PayPal and Venmo as payment options, dmbellis. 

 

If you're subscribed to QuickBooks Payments, we can't turn off the ability to pay online. We'll have to cancel your payment account to remove these options.

 

Here's how:

 

  1. Sign in to the Merchant Service Center as an admin user.
  2. Select the Account tab and then Account Profile.
  3. Click Close Account.
  4. In the Reason for closing drop-down menu, select a cause.
  5. When you're ready, click Submit.

 

Once we process your request, you'll get an email within one business day that confirms your account is closed. After that, you have one year to view and download your reports, statements, and tax forms.

 

To learn more about how online payment processing helps you track and receive your funds, please see these articles: 

 

 

Once done, make sure to record the payments processed outside QuickBooks to ensure your books are accurate.

 

Please keep us posted if you need additional assistance tracking and managing your invoices. It's always our priority to provide the solution to your concerns.

dmbellis-gmail-c
Level 1

How do I remove the Paypal and Venmo options from my invoices?

I've been using bank transfers for a year. I can't continue to use bank transfers without offering Venmo and Paypal as options?

Maybelle_S
QuickBooks Team

How do I remove the Paypal and Venmo options from my invoices?

We appreciate your continued use of bank transfers as a payment option for the past year, dmbellis. Your satisfaction is our priority, and we value your feedback.

 

In QuickBooks Online (QBO), you can continue to use bank transfers as a payment option without using Venmo and Paypal. The availability of these options does not affect your ability to use bank transfers.

 

If you prefer to use bank transfers for your payments, you can continue to do so without any changes. Venmo and Paypal are just additional payment options that may be offered by some services, but they are not mandatory, and you can use the payment method that suits you best.

 

Here's how:

 

  1. Go to the +New button.
  2. Under Customers, choose Invoice.
  3. Select the customer from the drop-down arrow.
  4. Click the Product/Service.
  5. Enter the DescriptionQTYRate, and Amount.
  6. Put a checkmark beside the Bank transfer.
  7. Hit Save and send.

 

I've added this article to learn more about Venmo and PayPal and how customers pay with it.

 

Let me know if you have any further questions or need assistance with your payment options. I'm always around to help. Take care.

transconpet
Level 1

How do I remove the Paypal and Venmo options from my invoices?

That didn't answer the question. 

The question was to continue offering bank transfer as a payment option BUT not providing the option for Venmo or Paypal at all. 

How do I deselect it? It' returns an error telling me to finish setting up payments but none of the links to do so go anywhere. 

RoseJillB
QuickBooks Team

How do I remove the Paypal and Venmo options from my invoices?

I appreciate you for getting back to us concerning the payment option available in QuickBooks Online (QBO), @transconpet.

 

Your feedback on the product is important to us to know how we can comprehend our customer’s business needs. In line with this, I have steps you can take to remove the PayPal and Venmo options as payment options.

 

Thus, we can amend a part of your company setting in terms of accepting invoice payments in QBO:

 

  1. Go to the Gear icon and select Account and Settings.
  2. In the Sales tab, click the pencil icon from the Invoice Payments section to edit.
  3. Under the Payment options, uncheck the Accept Credit Cards and keep Accept ACH marked check.
  4. Then, click Save and Done.

 

If the issue persists, I recommend reaching out to our Merchant Services Support Team. Our phone support can do a screen-sharing session that allows you to share important information and elaborate further details that could determine the cause of the unavailability to de-select the respective payment option in a secure setting:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: Contact Payments or Point of Sale Support.

 

Moreover, you can review some of our commonly asked payment questions in QuickBooks Payments.

 

You can mention me in this thread if you have more questions about managing QuickBooks transactions. I’m always available to help.

ozdavis
Level 3

How do I remove the Paypal and Venmo options from my invoices?

I have your answer. Switch your invoice view to the "Old Layout".

When you do so, the button to inactive PayPal and Venmo as a payment option becomes editable. For some reason, it is not editable on the new invoice layout. I searched the support forum for answers and finally was able to figure it out by just poking around. Good luck!

Ozlem Eva Davis, CPA

Peer House, LLC

Lexington, KY USA

Newer user
Level 1

How do I remove the Paypal and Venmo options from my invoices?

This is the best, and most simple answer I have seen.

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