Default Process Payments Update
This tutorial will help QuickBooks Pro, Premiere & Enterprise Users to process payments.
Did you know that you no longer have to worry about unchecking the “Process Payments 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)
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 Instant Accept will pop up allowing you to process.
Find out more about Instant Accept and what it has to offer you and your business! Contact Us Today! (855) 220-2840