Hello there, @RangerZ.
I'm here to provide some insights about the online credit card and ACH payments in QuickBooks.
For your first question, we're unable to set this default for all of your customers. You'll have to select one customer at a time. While for the second question, as long as the online invoice payment is turned on, you're customer can choose what payment method they referred to.
Also, once your customer already provided his/her bank information. You'll have the option to save it for future use. This way, you don't have to re-enter every time they pay you via ACH.
In case you have a preferred payment method set for your customer. You can follow the steps below:
- Go to Sales on the left-hand menu, then Customers.
- Locate a customer you want to edit and click on their name.
- Under the Customer Details tab, press on Edit.
- On the Customer Information window, go to the Payment and Billing tab. Select the Preferred payment method drop-down menu and enter the necessary information.
- Hit Save.
You might want to read these articles to learn about online payments:
Please keep in touch with us here in the Community should you need any further assistance. I'm always here to help.
