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columbianhome
February 9, 2024
Question

I need to delete some payment methods used on invoices and bank deposits.

  • February 9, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

R
Rasa-LilaM
February 9, 2024

It's great to see you in the Community today, columbianhome.

 

Organizing your payment method list is essential for maintaining accurate sales records. I'm here to make this task as easy as possible for you.

 

The option to delete your payment methods is currently unavailable in QuickBooks Online (QBO). However, you can select the Make inactive option to hide them from the list. 

 

Here's how:

 

  1. In your company, head to the Gear icon in the upper right and choose All lists.
  2. Tap the Payment Methods link to view more details.
  3. From the list, choose the payment type you wish to remove.
  4. Under the Action column, click the Run report link and select Make inactive. 
  5. Tap the Yes button to confirm the action.

 

After following these steps, the payment method should be removed from the list of options available for future use on invoices and deposits. 

 

On the other hand, you can’t delete your customer’s credit card information. Instead, replace it with a non-transacting card number or merge it with a customer account that doesn't include any credit card details. Here's a link that goes over the process in detail: Delete your customer’s credit card number.

 

I have a few resources that can assist you in the future. The following links provide solutions on how to track credit card payments and manage credit cards on file:

Should you have other concerns or questions about managing your invoices, deposits, and payment methods, click the Reply button and tag my name. I'll be sure to provide the assistance you need. Enjoy the rest of the day. 

A
ASwinney
April 26, 2024

I know the link is about not being able to delete a credit card on file for a customer but is that the same for checks that were entered with the routing and bank account information? 

L
LeizylM
April 26, 2024

I can share some information about hiding your bank details in QuickBooks Online (QBO),ASwinney. 

 

The option to hide a customer's bank details is to replace them with a dummy account or non-transacting card number is unavailable in QBO. 

 

If the checking account has no transactions recorded yet, you can make the account inactive from your chart of accounts. 

 

The customer's saved bank details will be deleted by the updates.

 

 You'll want to check these articles for a guide:

 

 

Please let me know if you have more questions or other concerns with your QuickBooks Online account. I'll be right here to help you out. Have a great day!

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