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Heide DC
QuickBooks Team

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Changing the payment options automatically of the recurring invoice in QuickBooks Online (QBO) is unavailable, Cindy38. However, we can modify the invoice templates, and Accounts and settings.

 

To address this, you can update the payment options for your recurring invoices manually. Here's how you can turn off the payment method:

 

  1. Log in to your QBO account, and go to Transactions.
  2. Choose the Recurring transactions tab.
  3. Find the transaction then click Edit under the Action column.
  4. Go to Payment options and choose the payment methods to turn it off.
  5. Click the Save template button when done.

 

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Also, you can check the accounts and settings to turn off any unwanted payment options. Follow these steps:

 

  1. Click the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Go to the Sales menu.
  4. Find Invoice payments and click the pencil icon.
  5. Untick the box of the payment methods to turn it off.
  6. Click Save and then Done to confirm.

 

Moreover, I've included detailed resources about customizing sales forms, which may come in handy moving forward: Customize invoices, estimates, & sales receipts.

 

Have you thought about booking a complimentary consultation with our QuickBooks Live Expert Assisted service? Our team of seasoned experts is eager to provide you with personalized advice and meticulous, step-by-step guidance specifically designed to meet your unique requirements. This invaluable support will enable you to maintain seamless and efficient business operations, allowing you to concentrate on what truly matters growing your business and achieving your goals.

 

I'm here if you have more questions regarding payment methods for QBO. Simply add a comment below and I'll get back to you as soon as possible.

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