Edit Payment Methods


C

Carla

I have QB 2009 and I would like to add a payment method. Right now
check and credit card are my only options in the Pay Vendor screen. I
want to add "Online Payment" to the options.

Thanks
 
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L

Laura

Carla said:
I have QB 2009 and I would like to add a payment method. Right now
check and credit card are my only options in the Pay Vendor screen. I
want to add "Online Payment" to the options.

Thanks
The "payment method list" is hiding under Lists>>Customer & Vendor profile
list. Click on Payment method at the bottom of the screen and select New or
Ctrl-N (for new) to add to the list. Just make sure you specify type=cash.
 
H

Haskel LaPort

Laura said:
The "payment method list" is hiding under Lists>>Customer & Vendor profile
list. Click on Payment method at the bottom of the screen and select New
or Ctrl-N (for new) to add to the list. Just make sure you specify
type=cash.

I doubt adding another payment method will have any effect on the choices
available for paying vendors.
 
L

Laura

Haskel LaPort said:
I doubt adding another payment method will have any effect on the choices
available for paying vendors.
It looks like you are correct. The Payment list only impacts customer
payments received.

Under Vendor payments it is cash or credit card to toggle between the bank
and credit card accounts you are allowed to select.
 
R

Ron Anderson

Carla said:
I have QB 2009 and I would like to add a payment method. Right now
check and credit card are my only options in the Pay Vendor screen. I
want to add "Online Payment" to the options.

Thanks
When making an online payment you would ultimately use either a credit card
or checking account to do this. If a card just enter it as a charge like any
other. If it is a checking account what I do is have a series of check
numbers, like EFT1234, etc. The EFT in my mind stands for electronic file
transfer. Then just enter them as checks with those numbers.
 
H

Haskel LaPort

Ron Anderson said:
When making an online payment you would ultimately use either a credit
card or checking account to do this. If a card just enter it as a charge
like any other. If it is a checking account what I do is have a series of
check numbers, like EFT1234, etc. The EFT in my mind stands for electronic
file transfer. Then just enter them as checks with those numbers.

I simply enter the letter E since the actual debit on the bank statement
will not have a code I can match it with. As an accountant I perform quite
a few bank reconciliations each year. It sure would be nice if some method
were designed by the banking industry so the customer and the bank have some
sort of sequential code attached to each transaction just like check numbers
for charges other than checks.
 
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R

Ron Anderson

I simply enter the letter E since the actual debit on the bank statement
will not have a code I can match it with. As an accountant I perform
quite a few bank reconciliations each year. It sure would be nice if some
method were designed by the banking industry so the customer and the bank
have some sort of sequential code attached to each transaction just like
check numbers for charges other than checks.
I agree with that. Would make life much easier, especially when there is a
discrepancy to locate.
 
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Joined
Jul 24, 2009
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The payment method is under the List.Select the payment methods at the bottom and click new then add your desired modes of payment.Hope it make some help.
 

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