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MikePeck
July 13, 2022
Question

Vendor default payment method

  • July 13, 2022
  • 1 reply
  • 0 views

I have variou vendors who are paid by either Check, ACH or Credit Card. 

For any given vendor, the Payment method will remain the same. Is there a way to add a default payment method to the Vendor record?

 

This would allow the use of the Pay Bills function to select all bills due through a specified date, then create the payments using their default Payment method.

 

If mixing the payment methods can't be accommodated, then possibly add a Payment Method criteria to the Pay Bills screen and have only the bills due by a specified date selected if their default Payment Method matches the criteria.

Or is there another way to accomplish this same result?

 

 

1 reply

AlcaeusF
AlcaeusF
July 13, 2022

Hi @MikePeck,

 

Thank you for dropping by here in the Community about paying bills. I can help you set up a default payment method for vendors in QuickBooks Desktop.

 

The information you can add to the vendor profiles under Payment Settings is limited. You can only include details about the account number, terms, print name, and credit limit.

 

The option to set a default payment method to the vendor record is unavailable. For now, you'll need to update the option manually when paying bills.

 

Having a Payment Method criteria for the Pay Bills screen would be a great idea. Same thing with having bills due by a specified date selected if their default Payment Method matches the criteria.

 

QuickBooks is open to improvements and might bring this feature to this platform. As we assess this, I recommend sending your feedback directly to our product engineers.

We continue to improve the features, and this option might be available in the future. Here's how to submit feedback:

 

  1. Open QuickBooks Desktop.
  2. Click the Help tab at the top menu bar.
  3. Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

 

Additionally, I've attached an article you can use if you're not seeing the bills you want to pay in QuickBooks: Pay bills in QuickBooks Desktop.

 

Please drop me a comment if you have more questions or concerns about paying bills or managing vendor preferences. The Community is available 24/7 to assist you. Have a great day.

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