QB Issue Resolution:

You can open your account through a browser to record a bank deposit and change the payment method. Let me give you the steps on how to do it.

Here’s how:


  1. Click the Plus (+) icon.
  2. Choose a Bank deposit.
  3. For the Select the payments included in this deposit section, enter the necessary information.
  4. Under the Payment Method column, click the drop-down to choose the bank.
  5. Hit Save and Close.


Also adding this article about personalizing your sales receipts for a reference: Customize your invoices, estimates, and sales receipts in QuickBooks Online


Loop me in if you have further concerns about bank transactions. I’m here to back you up. Take care.

Resolution for Issue 'How do I change which payment method shows with Quickbooks Payments transactions?' available: Yes (Solved).
Source: Intuit Community forum.

How do I change which payment method shows with Quickbooks Payments transactions?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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