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December 10, 2021
Question

Is there a way to edit payment method types in sales?

  • December 10, 2021
  • 1 reply
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1 reply

December 10, 2021

Hi cgostick-telus-n,

 

I'm glad to see you reaching out to Community.  Welcome!  Ensuring your transactions are recorded accurately is vital for matching them with your bank and reconciling with ease.  QuickBooks Online has the features you need with the ability to add or edit items when needed.  I'd be happy to  help!

 

To add a new payment method to a sales receipt, follow these steps:

 

1. From the left menu, select +New

2. Choose Sales Receipt

3. Enter the Customer name

4. Using the drop-down in the Payment Method, click +Add new

5. Hit Save when done

You're all set!

 

If you have additional questions or concerns, please reach back out.  We'd be glad to assist!