Is there a way to edit my list of payment method for receiving payments? I've got a certain payment method that I added manually, but I'd like to tweak it if possible.

What do you mean with "edit"? Do you need to let Client A pay your invoices only with ACH, Client B only pay with CC, and Client C pay with ACH or CC ?

I don’t receive payments via QB, so I accept for example cash, checks, and my merchant services processor. I manually added the name of a merch services provider, but I want to edit the way I labeled the name of that payment type. 

Do you use Invoice or Sales Receipt o record your sales and payment?

I create an invoice, and then click “receive payment” 

It’s the same list of payment methods on sales receipts too so same predicament

Hi there, Erica. 

Allow me to step in and provide some information on how you can change the method of receiving your payment.

Since you're receiving your sales payment through an invoice, you can delete the payment so that the invoice remains open and you can repeat the process with the correct payment type.

Here's how:

1. Go to Sales  and select  Invoices.
2. Find and select the invoice where the payment was applied.
3. Click the View payment link under the Invoice activity section.
4. In the Receive payment page, select More located at the bottom and choose Delete.
5. Hit Yes to confirm.

If you want to link a bank deposit to an invoice you can check out this article:  Link a bank deposit to an invoice

Please let me know if there's anything else that you need help with your QuickBooks Online account. I'll be around to assist you. Take care and stay safe!

Thanks so much for responding. That’s not really what I’m asking; sorry I’m not being clear. Here’s a different way to explain. Some of payment methods are, for Example:

• Cash

• Check 

• Clover 

• Square 

• Venmo 

I had previously wanted my primary and most used method at the top of the list, which alphabetical, so I called it “A. Payanywhere” but that’s no longer my primary type. So I would love to be able to delete the “A.” from before the word Payanywhere so it’s no longer at the top of my list of payment options. It’s a small issue, but really saves time. 

Thanks so much for responding. That’s not really what I’m asking; sorry I’m not being clear. Here’s a different way to explain. Some of payment methods are, for Example:

• Cash

• Check 

• Clover 

• Square 

• Venmo 

I had previously wanted my primary and most used method at the top of the list, which alphabetical, so I called it “A. Payanywhere” but that’s no longer my primary type. So I would love to be able to delete the “A.” from before the word Payanywhere so it’s no longer at the top of my list of payment options. It’s a small issue, but really saves time. 

PERFECT! Thank you!

I added two new payment methods to our list. They show up on the expense drop down but not in the vendor file for pay type selection. Is there another location they need to be added?

Hello there, IAMRSherri.

As of now, you can only add a payment method to the transaction and the customer profile.

For the vendor side, I'd suggest sending Feedback to our Developers. Please know that your product suggestion is a great help so we can provide a more friendly user interface.

For now, you can select a different method of payment on the transaction page.

If you want to update your payment method, you can check this reference:  Add or modify the accepted credit card types in QuickBooks.

I'll be around if you need help updating your payment method.

Hi there, if i edit or remove any of the payment types listed will this effect invoices that were previously paid?

how would i do that same thing in QuickBooks desktop?

In QBD go to Lists/Customer & Vendor Profile Lists/Payment Method List