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Red Cap Marine
Level 1

How do invoiced customers with saved profiles manage their saved payment options?

I am a customer that pays several vendors who send me Quickbooks invoices. I have an Intuit account that I log into when making payments on those invoices. Logging in saves my previously used payment options so I can click from my list of saved credit cards & bank accounts & click Pay. How do I manage those saved payment options? I need to delete a linked bank account I have used for payments in the past. However under the Quickbooks account management options, I see no option to manage my stored payment options -- No option to manage stored bank accounts, no option to manage stored credit cards -- nothing. That seems wrong. Am I missing something?

1 Comment 1
jamespaul
Moderator

How do invoiced customers with saved profiles manage their saved payment options?

Hello, Red Cap Marine.

 

You aren't missing anything actually. I'm more than happy to route you in the right direction so you can delete or update your payment methods. 

 

The vendors keep your payment information (encrypted and securely) within their QuickBooks programs. That said, we're unable to edit or manage the payment methods used through the Intuit account portal. 

 

Instead, I'd recommend contacting your vendors to delete or update the payment details. Their contact information is usually found on the invoices they send or on the overview page. Here's a sample: 

 

info1.PNG

 

Are you using one of our QuickBooks products? If so, you might want to check out our articles if you need help with processes and other things. Click here to go to our general support page. Simply select a product under Topics for, then choose a topic. 

 

You're always welcome to ask any questions you might have for any QuickBooks products here. Just reply to this thread again and I'll get back to you as soon as possible. Good day ahead. 

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