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ericaraq
September 29, 2021
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Is there a way to edit my list of payment method for receiving payments? I've got a certain payment method that I added manually, but I'd like to tweak it if possible.

  • September 29, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by MirriamM

Hello again, @ericaraq.

 

In QuickBooks Online (QBO), you have the option to edit the name of the payment methods. 

 

Let me show you how:

  1. Click the Gear icon at the top. 
  2. Under the Lists column, select All lists.
  3. Locate and click Payment Methods.
  4. In the A.Payanywhere Action column, click the dropdown menu. 
  5. Select Edit.
  6. Edit the Payment Method name.
  7. Click Save.

 

For more details, see this article: Add or modify the accepted credit card types in QuickBooks. It also contains information on how you can add or change your payment methods.

 

To help your way around QuickBooks, here's some Resource Guides and tutorials that you can visit:

 

If you have further questions when using QuickBooks, don't hesitate to post here again. We are here to answer it for you. Have a great day.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
September 29, 2021

What do you mean with "edit"? Do you need to let Client A pay your invoices only with ACH, Client B only pay with CC, and Client C pay with ACH or CC ?

E
ericaraqAuthor
September 29, 2021

I don’t receive payments via QB, so I accept for example cash, checks, and my merchant services processor. I manually added the name of a merch services provider, but I want to edit the way I labeled the name of that payment type. 

Fiat Lux - ASIA
Fiat Lux - ASIA
September 29, 2021

Do you use Invoice or Sales Receipt o record your sales and payment?

A
AbegailS_
September 29, 2021

Hi there, Erica. 

 

Allow me to step in and provide some information on how you can change the method of receiving your payment.

 

Since you're receiving your sales payment through an invoice, you can delete the payment so that the invoice remains open and you can repeat the process with the correct payment type.

 

Here's how:

  1. Go to Sales  and select  Invoices.
  2. Find and select the invoice where the payment was applied.
  3. Click the View payment link under the Invoice activity section.
  4. In the Receive payment page, select More located at the bottom and choose Delete.
  5. Hit Yes to confirm.

 

If you want to link a bank deposit to an invoice you can check out this article:  Link a bank deposit to an invoice

 

Please let me know if there's anything else that you need help with your QuickBooks Online account. I'll be around to assist you. Take care and stay safe!

E
ericaraqAuthor
September 29, 2021

Thanks so much for responding. That’s not really what I’m asking; sorry I’m not being clear. Here’s a different way to explain. Some of payment methods are, for Example:

 

• Cash

• Check 

• Clover 

• Square 

• Venmo 

 

I had previously wanted my primary and most used method at the top of the list, which alphabetical, so I called it “A. Payanywhere” but that’s no longer my primary type. So I would love to be able to delete the “A.” from before the word Payanywhere so it’s no longer at the top of my list of payment options. It’s a small issue, but really saves time. 

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