Did you know?

This is for Pro, Premiere & Enterprise Quickbooks users:

Did you know that you no longer have to worry about unchecking the “Process Payment when saving” box located within the “Customer Payment” screen?

Please follow these steps to eliminate that extra step:

Click Lists

Customer & Vendor Profile List

Payment List

Click Payment Method

Click New

Type Other

Choose other (from drop down)

Save

 

Go to Receive Payment screen, choose your customer, enter the amount and choose other for your payment method.  This will now be your default payment.  You no longer have to choose a credit card type on this screen.  Once you choose other it will now forever be your default.

After you populate the customer name and the amount to receive your line item should highlight on its own.  You are done!  Just click “Save and Close” and InstantAccept will pop up allowing you to process.