Section 4: Setup > Payment Methods

Working with Batches of Payment Methods

Importing and Exporting Payment Methods

See Importing Customers for information on importing customers from a file, including the default payment method for each customer.

See Exporting Customers for information on exporting customers to a file, including the default payment method for each customer.

See QuickBooks Export Options for information on exporting payment methods to QuickBooks.

(See also Using Data Exports for Batch Editing.)

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Reporting on Payment Methods