How do I change the information that shows on a credit card charge to my clients? The company settings are not shown here. It’s showing my personal address and phone.

Let's work together to update the information on the credit charges to your clients, Todd.

First off,  if you're referring to the contact details that are displayed when clients pay their invoices online, here's how you can modify them:

1. Sign in to your QuickBooks Payments account.
2. Select Account, then Account Profile.
   
   
   
   
3. Click Contact Information, then Edit.
   
   
   
   
4. Make the necessary changes and hit Save.

Then, if you're referring to updating the billing details when a QuickBooks Online (QBO) renewal is processed, please know that the Credit Card (CC) details you enter for your account's payment method will be the information displayed on the CC charge. To ensure accurate billing, update your payment method with the correct CC info. Please refer to the steps below:

1. Go to Settings and click Subscriptions and billing.
   
   
   
   
2. Go to Payment method and hit Edit.
3. Update the necessary information.

However, if you're referring to the details that is displayed on the client's credit card statement, please note that updating this information is unavailable through our system. You'll need to reach out to your financial institution directly.

Finally, I'll share this resource to help you set up a credit card account with multiple subaccounts: About bank or credit card subaccount setup.

If you have further questions about handling credit card info or company settings in QBO, please leave a comment. We're always ready to assist you. 

I think maybe we’re talking about different things. I’m referencing the information my client sees on their bank statement from our charges… 

I think maybe we’re talking about different things. I’m referencing the information that shows on our clients bank statement from our charges…

Ensuring that your credit card displays accurate information is crucial for maintaining professional interactions with your clients, todd89. I'm here to assist you in updating these details so that everything reflects correctly.

When your client or customer makes payments using a credit card and your personal address and phone number appear on their bank statement, it is important to verify the information in your Merchant account to ensure its accuracy.

As your client's end displays your personal information instead of details related to the charge, you must address this issue with your bank. I recommend reaching out to your bank to explore options for altering the information that appears on your client's credit card statements. Additionally, keep in mind that any changes you make will be reflected in QuickBooks, as it relies on the details provided by the bank.

After successfully changing the information, you can visit this link to review if your bank transactions are categorized correctly: Categorize online bank transactions in QuickBooks Online.

Meanwhile, you can refer to this article if you want your books to be balanced: Reconcile an account in QuickBooks Online.

Thank you for taking the time to post in this forum. If you need further assistance or have more questions, feel free to respond below, and we'll be notified immediately to help you out.

My clients bank controls what Quickbooks credit card charges show from my company? Again, I think you’re misunderstanding the question.

I'll offer tips to resolve the information displayed on your client's credit card charge in QuickBooks Online, Todd89. See the outlined solution below.
 
Please note that the information displayed depends on the data you input in QuickBooks. To see the correct details on their credit card charges, I recommend contacting your bank to verify and make the necessary changes.

If your client paid via credit card and your address and phone number are visible on their bank statement, I suggest confirming your client's information in their Merchant account. See this illustration below if we are viewing the same page: 

If the information is accurate, please call our QuickBooks Payment support team. They are ready to help you understand the cause of this issue and discuss further options for resolution.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Select (?) Help.
3. Tap the Contact Us button.
4. Choose a topic from the boxes or tap the Ask about something else box.
5. Next, state your concern in the box. Example: Refund concerns. Then, press the Continue button.
6. After that, select between the two options: Have us call you or Schedule an Appointment.

See this guide for the best time to call our support team: QuickBooks Online Support.

Furthermore, QuickBooks Online provides various methods for recording credit card payments, enabling you to monitor your expenses effectively. This article will guide you through the process: Record your payments to credit cards in QuickBooks Online.

In addition, I'm providing this page that explains how to handle your bank deposits and missing payments in QBO: Find missing payments you want to deposit in the Bank Deposit window in QuickBooks Online.

We are here to provide further information regarding credit card charges in QBO. Don't hesitate to add your response below. Keep safe.