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Replying to:
ChristieAnn
QuickBooks Team

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Hi there, JS2138.

 

Welcome to the QuickBooks Community. I recognize the importance of having the option to auto-set the accepted payment type to EFT when importing invoices. I'll ensure you can send feedback so your suggestion for the said option will be available soon.

 

When uploading invoices in QuickBooks Online, there are specific details that you can and can't import. That said, setting the accepted payment type to EFT automatically is currently unavailable. This is because the payment method/type should only be set up when receiving payments. I encourage you to submit feedback. These requests and recommendations are sent to the Product Development Team for consideration in future updates. To start with, you'll have to go to the Help icon and select Send Feedback.

 

Lastly, you may refer to this article to view steps on how you can personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have any other QuickBooks concerns about importing invoices by adding a comment below. I'm always here to help you, JS2138. Have a wonderful day!

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