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S
sales217
November 13, 2020
Question

Program is not saving customer credit card information

  • November 13, 2020
  • 1 reply
  • 8 views
why is customer credit card information not saving

1 reply

MaryLurleenM
MaryLurleenM
Level 6
November 13, 2020

Did you receive an error while adding the customer's credit card information, sales217?

 

You can add the payment and billing details under the customer’s profile. Here's how:

  1. Click Sales on the left pane.
  2. Select Customers.
  3. Select the customer from the list.
  4. Click Edit in the upper right hand of the screen.
  5. Choose the Payment and Billing tab.
  6. Pick your Preferred payment method and click the Enter credit card details button.
  7. Enter the credit card information.
  8. Hit Save, then Save again on the Payment and Billing tab.

After saving, you can only view the last 4 digits of the card number. For more information, refer to this article: Edit a customer’s credit card information.

 

I'm here if you have further questions about saving customer information here in QuickBooks.

M
music7
September 2, 2021

This problem is persisting, but Quickbooks Technical support will only email me a link to an article about where to enter the customer's credit card info. Not helpful if the program will not save it. Please advise

C
Catherine_B
Level 9
September 2, 2021

Let me walk you through successfully saying your customer's credit info, music7.

 

Before anything else, I'd like to clarify if you see an error when trying to save the credit card? It will help me give you the correct steps on how to take care of your customer's profile.

 

When adding a customer's card information, Intuit will perform a quick validation on the card. This can result in the cardholder seeing a $0.00 authorization on their account. In the event the validation fails, you will receive a message that the card is unable to be saved at this time. You will want to request another form of payment from your customer.  

 

We can perform some troubleshooting steps so you can load and save your entry. There are times that the browser stores frequently accessed data, thus causing websites, like QuickBooks Online (QBO), to act weirdly. Let's try logging in to your QBO account using a private. To use a private browser here's how:   

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox.
  • Press Command + Shift + N for Safari.

Once logged in, go back and try to open and save your customer's credit card details. If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

 

If the issue persists, I suggest creating a new dummy customer profile and enter the credit card information from there. Once you're able to save it, you can merge the two customer info. 

 

You can also read this article to learn more about how to handle customer payments: Take and process payments in QuickBooks Online.

 

I'll be around in case you need further assistance. Post a question below if you have any, and I'll be sure to get back to you. 

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