I’d love to walk you through how to change customers' payment methods in QuickBooks, @VincentHS.
QuickBooks Online ensures users can easily modify existing payment methods to suit clients’ preferences. Take a look at how to gain access to these lists.
- Start at the Gear icon, then choose All lists.
- Select Payment Methods.
- Locate the method, then select the dropdown menu under Action.
- Click Edit after.
If it’s for a specific customer, you can go to his/her profile and change the customer’s preferred payment method. Here’s how:
- Go to the Customers menu, then look for the customer's name and click it.
- Select the Customer Details tab.
- Click Edit.
- Go to the Payments section, then select your proffered option under the Payment Method section.
- Press Save.
In case you want to personalize and add specific details to your sales forms, check out this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Leave a comment below if you have any other questions or concerns besides payment methods. I want to make sure everything is taken care of for you. Take care always!
