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October 19, 2018
Question

How do export customer details with credit card information

  • October 19, 2018
  • 2 replies
  • 23 views

quickbooks have closed my merchant account as the primary account holder has left the business.

we are now using another merchant provider

i need to export my customers and card details to upload to my new providers system


how can this be done

    2 replies

    QuickBooks Team
    October 19, 2018

    Hi accounts,

    For security reasons, QuickBooks cannot export the full credit card information of your customers. We can only export the customer details with the last four (4) digits of their credit card information. I suggest contacting your customers to get their updated credit card information. 

    Here's how to pull up the customers list with the last four (4) digits of their credit card information:

    1. On the left-panel menu, Reports and search Customer Contact List.
    2. Click Customize, and go to the Rows/Columns section.
    3. Click the Change columns hyperlink, and put a check mark in the Credit Card # box.
    4. Click Run report.

    To avoid further hassle in the future, you can create a separate list of your customers with their full credit card information outside QuickBooks Online.

    If there's anything else I can help you with, please don't hesitate to leave a comment below. Thanks.

    Level 7
    October 19, 2018
    "To avoid further hassle in the future, you can create a separate list of your customers with their full credit card information outside QuickBooks Online."

    This is terrible advice. I'm shocked this came from an Intuit support specialist.
    December 12, 2018

    A horrible and dangerous solution!!!

    June 18, 2021

    Hello, I recently had to migrate my QB merchant account from one QB online account to another once I got a new accountant. I run a subscription site and ALL OF MY CUSTOMERS CREDIT CARD DATA WAS LOST during this simple migration. It's completely devastating and unacceptable that QB does this to small business owners. We have hundreds of subscribers and we are "stuck" to their merchant account because they refuse to fix this issue. Run the other way and get a new provider ASAP.