Skip to main content
P
PieraD
August 18, 2022
Question

Supplier preferred payment methods

  • August 18, 2022
  • 1 reply
  • 0 views

Is there a way to add the preferred payment method to a supplier in QB? We have some vendors we pay via credit card, ACH or cheque. Need to find a way to recognize how payment has been set up for each vendor. Also, need to have this viewed in a report.

1 reply

J
JamesM4
August 18, 2022

Hello PieraD,

 

Welcome to the Community. QuickBooks is a versatile program that helps you get ahead with your work. I'll be happy to share more info so you're on the right track with your work. 

 

Here's how to add a payment method for your suppliers:

 

  1. Go to Settings ⚙, then select All lists in the LISTS column.
  2. Select Payment Methods.
  3. Select New.
  4. Enter the name for the payment method, then select the This is a credit card checkbox, if applicable.
    Note: Merchant Services won’t be able to add the payment method if you don’t select the This is a credit card checkbox. Use this if you only need to record a credit card payment.
  5. Select Save.

You can also run report for these payment method after you click on the Payment Methods option in the steps above. You'll see an option that says Run report next to the payment method in question.  

 

Let me know fi this info helps, I'll be on standby in case you need anything else. Otherwise, feel free to ask other questions, I'm here to assist. 

P
PieraDAuthor
August 18, 2022

Hi - I am looking for a way to add a payment method to a supplier's maser setup account, so when I go to run payments, I can identify if the supplier is set up to be paid via credit card, ACH or other means.

Thank you.

J
JamesM4
August 19, 2022

I can see the benefit of having this function in QuickBooks. However, since this feature isn't available, I recommend sending this as feedback to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. Let me know if you have other questions, I'm here to assist. 

Terms & ConditionsAccessibility statement