I need to delete some payment methods used on invoices and bank deposits.

It's great to see you in the Community today, columbianhome.

Organizing your payment method list is essential for maintaining accurate sales records. I'm here to make this task as easy as possible for you.

The option to delete your payment methods is currently unavailable in QuickBooks Online (QBO). However, you can select the Make inactive option to hide them from the list. 

Here's how:

1. In your company, head to the Gear icon in the upper right and choose All lists.
2. Tap the Payment Methods link to view more details.
3. From the list, choose the payment type you wish to remove.
4. Under the Action column, click the Run report link and select Make inactive. 
5. Tap the Yes button to confirm the action.

After following these steps, the payment method should be removed from the list of options available for future use on invoices and deposits. 

On the other hand, you can’t delete your customer’s credit card information. Instead, replace it with a non-transacting card number or merge it with a customer account that doesn't include any credit card details. Here's a link that goes over the process in detail: Delete your customer’s credit card number.

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:

• Add, edit, or disable a credit card
• Record your payments to credit cards in QuickBooks Online
• Edit a customer's credit card information in QuickBooks Online
  
  

Should you have other concerns or questions about managing your invoices, deposits, and payment methods, click the Reply button and tag my name. I'll be sure to provide the assistance you need. Enjoy the rest of the day. 

I know the link is about not being able to delete a credit card on file for a customer but is that the same for checks that were entered with the routing and bank account information? 

I can share some information about hiding your bank details in QuickBooks Online (QBO),ASwinney. 

The option to hide a customer's bank details is to replace them with a dummy account or non-transacting card number is unavailable in QBO. 

If the checking account has no transactions recorded yet, you can make the account inactive from your chart of accounts. 

The customer's saved bank details will be deleted by the updates.

 You'll want to check these articles for a guide:

• For QuickBooks Payments: Update business and account info.
• For the payroll service (expand QuickBooks Online): Change your payroll bank account.

Please let me know if you have more questions or other concerns with your QuickBooks Online account. I'll be right here to help you out. Have a great day!

I followed the instructions to make a payment method inactive, and it no longer shows up on the Payment Methods List (that you get to from the gear icon), but the method still shows in the drop-down menu for bill payment, how do I fix that? 

I followed the instructions for inactivating a payment method for invoices, but when I go back to Bill Pay, the payment method still shows up in the drop-down menu.   How do I fix this?  

Thanks for joining the thread, @David991. I have the details you're looking for regarding Billpay payment methods.

The steps provided by my colleague pertain solely to invoices and deposits and will not be applied to the Bill Pay. If you mean removing the drop-down payment menu, it's set to default by QBO. 

However, if you meant the bank where the payment is deducted, we can inactivate it by going to the Chart of Accounts. You can follow these steps on how to activate:

1. Go to the Transactions, then click the Charts of Accounts.
2. Find the bank you want to inactivate.
3. Click the drop-down arrow, and select Make inactive. 
4. Hit Yes, make inactive.

Additionally, if you want to cancel the scheduled payment you have set, please refer to this article for more information: Learn about QuickBooks Bill Pay for QuickBooks Online.

Check out these articles for detailed steps and information if you want to review your sales and purchase transactions:

• View sales transactions in QuickBooks Online
• How to view and edit vendor transactions in QuickBooks Online

If you mean something else, please don't hesitate to leave a reply and a screenshot for better assistance. Have a great day, and take care always.