How to change my payment integration?

How do you change the payment options once the Quickbooks integration is completed? I do not see an option to pay through Quickbooks and I am not able

How do you change the payment options once the Quickbooks integration is completed? I do not see an option to pay through Quickbooks and I am not able to change the PayPal payment option.

Hi Mary,

Thanks for reaching out to Jotform Support. Are you trying to update your form's payment integration? If so, this can be done even after integrating QuickBooks with it. Let me show you how to do it:

1. Open your form in Form Builder and click on the Add Form Element menu on the left side of the page.
2. Under the Payment tab, click on the Three Dots icon next to the Payment method you used and click on Switch to Another Gateway.
3. Choose a payment method and click on Use Selection.

Now, you'll see the new payment method on your form. If that’s not exactly what you’re looking for, can you share the link to your form and explain a bit more so I can help you better?

Give it a try and let us know how it goes.

I do not understand how to get to the Add Form Element menu.
[cid:image001.png@01DA0687.F939D740]
Thank you,
Mary Price, CPDT-KA
MP Dog Training Academy, LLC
AKC CGC Evaluator
Mobil – (480) 285-9063
Email – mary@mpdogtraining.com
Website – h<https: />ttps://mpdogtraining.com
...

Hi Mary,

Thanks for getting back to us. You can get to the Add Form Element menu by clicking the button on the upper left corner of your form builder.

If you are still having trouble getting to your Add Form Element menu, please let us know so we can help you further.

Let us know if there's anything else we can help you with.

Hello,
I have no idea where to find the three dots. All I see is a red circle with a red line through it.
Thank you,
Mary Price, CPDT-KA
MP Dog Training Academy, LLC
AKC CGC Evaluator
Mobil – (480) 285-9063
Email – mary@mpdogtraining.com
Website – h<https: />ttps://mpdogtraining.com
...

Hi Mary,

Thanks for getting back to us. Can you please give us more information on what's happening on your end so we can have a better understanding of what the situation is? If you can take a screenshot of what’s happening, that will help us to better understand what’s going on. We have a guide about how to do that here.

We'll be able to move forward once we hear back from you.

Hello,
There are no three dots to the left. When the curser is over the payment options I only get a red circle with a line through it.
[cid:image001.png@01DA06C0.5A5BBCE0]
Thank you,
Mary Price, CPDT-KA
MP Dog Training Academy, LLC
AKC CGC Evaluator
Mobil – (480) 285-9063
Email – mary@mpdogtraining.com
Website – h<https: />ttps://mpdogtraining.com
...

Hi Mary,

Thanks for getting back to us. Unfortunately, I wasn't able to see the screenshot or attachment you sent us. It seems that it was not uploaded when you were trying to create your response. Can you please try sending it back to us again? Also, can you please provide us with the form URL link you are having issues with so we can investigate this further?

We'll be able to move forward once we hear back from you.

[cid:image001.png@01DA06C2.50940170]
Thank you,
Mary Price, CPDT-KA
MP Dog Training Academy, LLC
AKC CGC Evaluator
Mobil – (480) 285-9063
Email – mary@mpdogtraining.com
Website – h<https: />ttps://mpdogtraining.com
...

Hi MP_Dog_Training,

I appreciate your prompt response. After looking into your last response, the screenshot is not visible on our end. You can check our detailed guide on how to post screenshots in our support forum.

Thank you for your patience and understanding as we look into this further.