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userjoseph.gore
January 22, 2024
Question

I don't see an option to edit payment methods while preparing an estimate on QuickBooks mobile. Does anyone know how to do this?

  • January 22, 2024
  • 1 reply
  • 0 views
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1 reply

H
Heide DC
January 22, 2024

Hello there, Joseph. I understand how you'll want an option to edit in creating an estimate.

 

Since an Estimate is a non-posting transaction, we can't add a payment method.

 

You can also check this article for you to learn how to convert an estimate into an invoice in QuickBooks Online: Convert an estimate into an invoice in QuickBooks Online.

 

Please let me know if you need any further guidance on payment methods in mobile app. I'm always here to help you. Take care.

U
userjoseph.goreAuthor
January 24, 2024

In the estimate there is a line item that says payment methods and it lists a bunch of different credit cards. I want to edit this information as I don't accept credit cards. How can I do this?

K
KimberlyS
January 24, 2024

Hello there, userjoseph.

 

I'm here to ensure you can achieve your goal.

 

As my colleague has mentioned, adding a payment method on estimates is unavailable since it's a non-posting transaction.

 

Hence, can you provide further details about the payment method you've found in your estimates? Have you converted it into an invoice? Also, a screenshot can be helpful to determine the most appropriate resolution.

 

I'll be around looking forward to hearing from you again. Take care!

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