ESTIMATE FORM

Hello there, @GLM4.

Let me help you remove the payment method box in an estimate form.

You can turn delete the payment method in the Account and Settings page. This process is applicable if your payments account is connected to QuickBooks.

Here's how:

1. Go to the Gear icon.
2. Under Your Company, select Account and Settings.
3. Go to the Payments menu.
4. In the Payment Methods section, remove the credit card.

Another option is to turn off the credit card payment through the Payment Methods page. Select Make Inactive option under the Actions column in the credit card section.

For future reference, you can read this article to help you verify when QuickBooks deposits your customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

Feel free to click the Reply button below if you have questions about managing payment method in QuickBooks Online. I'm always here to help. Have a great day.