Skip to main content
Service
Dec 19, 2019 5:21 AM UTC
Solved

How do I change which payment method shows with Quickbooks Payments transactions?

xxx

MaryAnn_EAnswer
Dec 19, 2019 7:39 AM UTC

Hi @Service,


You can open your account through a browser to record a bank deposit and change the payment method. Let me give you the steps on how to do it.


Here’s how:

 

  1. Click the Plus (+) icon.
  2. Choose a Bank deposit.
  3. For the Select the payments included in this deposit section, enter the necessary information.
  4. Under the Payment Method column, click the drop-down to choose the bank.
  5. Hit Save and Close.

 

Also adding this article about personalizing your sales receipts for a reference: Customize your invoices, estimates, and sales receipts in QuickBooks Online

 

Loop me in if you have further concerns about bank transactions. I'm here to back you up. Take care.

 

 

3 replies

MaryAnn_EAnswer
Dec 19, 2019 7:39 AM UTC

Hi @Service,


You can open your account through a browser to record a bank deposit and change the payment method. Let me give you the steps on how to do it.


Here’s how:

 

  1. Click the Plus (+) icon.
  2. Choose a Bank deposit.
  3. For the Select the payments included in this deposit section, enter the necessary information.
  4. Under the Payment Method column, click the drop-down to choose the bank.
  5. Hit Save and Close.

 

Also adding this article about personalizing your sales receipts for a reference: Customize your invoices, estimates, and sales receipts in QuickBooks Online

 

Loop me in if you have further concerns about bank transactions. I'm here to back you up. Take care.

 

 

Service
ServiceAuthor
Dec 20, 2019 3:46 AM UTC

xxx