We have customer names in our Preferred Payment Method dropdown list. How do you clear/clean this up so it only lists credit card, cash, check options?

Thanks for visiting the Community, wholeheartedheal.

Let’s inactivate the customers’ names to remove them from the Preferred Payment Method drop-down list. I’ll show the steps on how to accomplish this task.

Here’s how:

1. Tap the Gear icon in the upper right and choose All Lists under Lists.
2. Then, select Payment Methods.
3. From the list, choose the customer’s name you’re working on and click the drop-down to select Make inactive.
4. Click Yes to confirm the action.

Perform the same process for the rest of the customers you wish to remove on the Payment Methods page. You can also run the Audit Log Report to see who added the clients’ names. This is a built-in tool used to check who made changes to your account or transactions.

I'm including a resource guide to help your way around in the online program. From there, you'll see our self-help articles. Each one outlines the complete steps on how to perform any QuickBooks related- tasks: Get started in QBO.

Keep in touch if you need help with the product. Leave another message below or mention me in your posts. Have a good one.

Hi - your reply instructions were very helpful for removing payment types in our payment method dropdown list. Now that our list is cleaned up, we would like to inactive the ACH option -- but it will not allow us to do so -- as when we try to inactive ACH -- it tells us it's in use. However, we do not want to offer/use that option. Therefore, we could use "how to instructions" to determine WHICH clients the ACH option has been selected. Thank you so much! ~ Wholehearted Healthcare Team