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Level 1

Can I edit a customer's credit card information? I think I entered it incorrectly

 
4 Comments
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QuickBooks Team

Can I edit a customer's credit card information? I think I entered it incorrectly

Hello there, @fhann.

 

You can update your customer's credit card information through the Customer Information screen. I'd be happy to walk you through the steps.

 

  1. From the left menu, click Sales.
  2. Select Customers.
  3. Choose the customer you want to edit.
  4. Click Edit in the upper right.
  5. Choose the Payment and Billing tab.
  6. In the Preferred payment method line, select the current card number.
  7. Select the + Add link in the upper right.
  8. Enter the correct credit card information, then select Save.

Once done, you can only view the last 4 digits of the card number. You can check out this article for your reference: Edit Customer Information.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help

 

Please know that I'll be right here to help you if you have any other QuickBooks concerns, just add a post/comment below. Have a good day ahead!

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Level 1

Can I edit a customer's credit card information? I think I entered it incorrectly

I followed the steps you outlined - thanks. I couldn't change the card number, so I entered the information as a new credit card. That's when I saw the notification that the system does not accept American Express credit cards. Now I know how to do it I can enter a different credit card and all should be well.
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Level 2

Can I edit a customer's credit card information? I think I entered it incorrectly

Hi

 When I go Payment and Billing tab on QBO I can't find the fields to add credit card information to keep it on file. On desktop version I can see these fields. Are there some settings that need to be changed?

 

Thanks.

 

QuickBooks Team

Can I edit a customer's credit card information? I think I entered it incorrectly

Hello hosp29,

 

Great question! It's awesome to hear that you're familiar with QuickBooks Desktop. I know coming from Desktop to Online can take some getting used to, and I'm happy to go over the options in QuickBooks Online for keeping your customers' credit card details.

 

The customer profile's Payment and Billing tab doesn't have a field for entering credit card details like you'd see in QuickBooks Desktop. The only time you'll see the option to add credit card details to a customer profile is if you have QuickBooks Payments configured for your account. Even then, it's not a field like in QuickBooks Desktop where you'd see the full number all the time. At first there will be a button to add the credit card details, then only the last four numbers would show. Here are a couple of screenshots. 

 

Customer Profile (No QuickBooks Payments configured)

 

 

Customer Profile (QuickBooks Payments configured)

 

 

If you're hoping to simply keep the number there as a point of reference for yourself, you're welcome to use the Notes section on the customer profile. Check out this article to learn more about the customer profile section: Edit customer information

 

I hope that helps! Let me know if you have more questions.