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kennedy442
New Member
September 10, 2026
Question

Can't Create Invoices - QB is Requiring me to Sign Up for the Payment Processing

  • September 10, 2026
  • 2 replies
  • 67 views

I can’t create Invoices using QB Online.

No matter how I go at it (Create>Customer>Invoice) or from the Customer Screen… each time I open a blank invoice screen there is a pop up requiring that I link my bank accounts to QB payment processing. 

I don’t want to do this. I will never want to do this.

QB is stuck in a loop. The only two options are to sign up or “Do this later”. 

“Do this later” means QB prompts me the very next attempt to create an invoice, which is blocking me out of *ever* being able to create an invoice.

I pay $250+ per month for this basic software. The glitches and popups for an overpriced application are absurd.

Please tell me how to get out of this f---ing loop, so I can keep my business running, and create some invoices.

    2 replies

    Lolly_NCQuickBooks Team
    QuickBooks Team
    September 11, 2026

    It's understandable that this feels unacceptable given your investment in the platform. To fix this, turn off all online payment options, because leaving them active can cause QuickBooks Online to loop the prompt.

     

    To disable online payments for individual invoices or turn them off by default for all future invoices, go to Account and Settings. Here's how:

     

    1. Go to the Gear icon and select Account and Settings.
    2. Proceed to the Sales tab, then click the Pencil icon in the Invoice payments section.
    3. Remove the checkmark from Credit Cards and ACH.
    4. Click Save once done.

     

    Let me know if you need further assistance. I'll be here.

    BloomBuddy
    New Member
    September 14, 2026

    Yeah, that sounds incredibly frustrating, especially if you’re paying for QBO and it’s literally stopping you from creating an invoice. I’d definitely not link the bank just to get past the popup. I’d check the Payments settings first or contact QBO support and make it clear that the “Do this later” option just sends you right back into the same loop. That sounds more like a bug than something you should have to sign up for

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