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bbmhayes
July 1, 2024
Question

Quickbooks Online Select payment method in customer account

  • July 1, 2024
  • 1 reply
  • 0 views

When I go to the customers account, edit, Payments - it has a drop down box but nothing is in the drop down box. It is blank. I have payments set up in the all list section under payments, the options that are set are Credit Card and Check. These options are not available to me when I am in any customers account trying to pick a payment method... Why is that?
Shouldn't check or credit card be an option in the drop down box under payment in the customers profile since I have this listed and set up as payment methods in QB?

1 reply

S
Sherrie_F
July 1, 2024

I appreciate the efforts you've put into the issue you've encountered when trying to select a payment method in your customer's account, @bbmhayes.

 

Let's perform some basic troubleshooting steps to help you fix this. You can log in to your QBO account using a private browser. This way, you can double-check the accurate setup on your account. 

 

You can use these shortcut keys on your keyboard to access incognito mode:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

If that works fine using a private browser, go back to your original browser and clear its cache so the system can start fresh. Also, using a different supported browser can help us dig deep into the root cause of this unexpected behavior.

 

In case you want to accept online payments for online and in-person sales with QuickBooks Payments, check out this resource: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

I'll always be here willing to provide further assistance for any additional queries you may have when choosing a payment method. Let me know in the comments below.

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