Skip to main content
S
smiramontes19
January 29, 2019
Solved

Want to accept ACH Payments ONLY for Invoices, with no Credit Card option

  • January 29, 2019
  • 1 reply
  • 0 views

Hello, I recently set up our QBO Payments, and was creating a custom invoice template, and in the Payments tab of the template customization, I cannot seem to get QBO to allow me to check only the box for bank transfer payments. (At this time we do not want to accept credit card payments.) It won't let me have a single payment method checked--it's either both or nothing at all. Am I missing something here? Thanks in advance to anyone who can help me with this.

Best answer by

Hello, smiramontes19.

 

Thanks for letting us know the steps you’ve tried and the results you’ve gotten.

 

Since you’re still unable to select ACH payment only, we’d recommend contacting our support team for further investigation. Here’s how:

  1. Visit this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Online.
  3. Choose the most related topic.
  4. Scroll down and click the Get the phone number tab.

Thanks again!

1 reply

AlcaeusF
AlcaeusF
January 30, 2019

Hello there, @smiramontes19.

 

It's nice to have you in the Community. I'm here to help make sure that you can select bank transfer when creating an invoice template in QuickBooks Online (QBO).

 

I tried on my end, and I was able to put a checkmark on bank transfer only.  I also check if there's an ongoing issue about this but there isn't currently one. That being said, let's perform some troubleshooting steps that can help us fix this.

 

To start off, try logging into your QBO account using a different or a private browser. There are times that the browser is full of frequently accessed page resources, thus causing some errors and/or unusual responses.

 

To use a private browser, here's how:

 

  • On your keyboard, press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox or Internet Explorer).
  • Control + Option + P (Safari).

 

Once logged in, go back to the Custom Form Styles page and create an invoice template again to double-check. For your reference, you can also check out this article for further guidance: How to customize invoices, estimates, and sales receipts.

 

If it'll work, go back to your default browser and perform clear cache to remove temporary internet files on your computer. Before doing so, make sure to take note of your saved passwords and URLs.

 

That's it! Give this a try and let me know how it goes by leaving a comment below. Please know that I'm only a post away if you have any follow-up questions. Wishing you and your business continued success.

S
smiramontes19Author
January 30, 2019

Thanks, I will try this. PS, I meant to mention that I am using the QBO app on my Mac computer, so maybe it is a glitch with that because I definitely does not let me select only one choice. I will try it in a browser though, and I will let you know the results.

Terms & ConditionsAccessibility statement