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May 3, 2026
Solved

Is there a way to add form of payment to my estimates?I accept checks, cash, and zelle only right now.

  • May 3, 2026
  • 1 reply
  • 13 views

How do I add forms of payment to my estimates?

Best answer by EduardA

There isn't a dedicated option to add payment modes directly to estimates. However, you can inform your customers about your accepted payment methods by entering those details in the Note to customer box.

If you plan to accept deposits on your estimates via debit cards, credit cards, and bank transfers in the future, you can sign up for QuickBooks Payments. Once you later convert your estimate into an invoice, the paid deposit is automatically applied as a partial payment.


Feel free to reply if you have any further concerns.

1 reply

EduardA
EduardAQuickBooks TeamAnswer
QuickBooks Team
May 4, 2026

There isn't a dedicated option to add payment modes directly to estimates. However, you can inform your customers about your accepted payment methods by entering those details in the Note to customer box.

If you plan to accept deposits on your estimates via debit cards, credit cards, and bank transfers in the future, you can sign up for QuickBooks Payments. Once you later convert your estimate into an invoice, the paid deposit is automatically applied as a partial payment.


Feel free to reply if you have any further concerns.