cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
donna134
Level 1

How do I change a customer's credit card number?

I have a new credit card number for a customer. How can I change the credit card on file?
1 Comment 1
JamesM4
QuickBooks Team

How do I change a customer's credit card number?

Hi donna134,

 

Thanks for connecting with us here. QuickBooks provides the flexibility you need to manage your business with ease. The program is equipped with a variety of features that make it easy to streamline your work and manage your valuable customers. 

 

Here's how to edit the customer's credit card number: 

 

1. From the left menu, select Sales, then Customers.
2. Choose the customer you want to edit.
3. Select Edit in the upper right.
- Note: If you can't see the Edit button, you need to setup the credit card payment methods in the Payment List.
4. Scroll to the Payment and Billing tab.
5. Select the current card number below the Preferred payment method line.
6. Select the + Add link in the upper right.
7. Enter the new card information, then select Save.
- Note: After you save the entry, you can only view the last 4 digits of the card number.

Give this a try and let me know how you make out. I'll be on standby in case you need anything else.

Need to get in touch?

Contact us