Yes, 123Booked. QuickBooks Online (QBO) can keep credit cards on file. I'll help you utilize this feature.
In QBO, we can set up customers' credit card details and then use that information to process payments. To do so, I recommend signing up for QuickBooks Payments, which allows you to store and process credit card payments securely.
After that, let's connect your QuickBooks Payments account to QBO:
- Sign in to QuickBooks Online as an admin.
- Go to the Gear icon and then select Account and settings.
- Select Payments.
- To connect your existing account, select Connect your payments account.
- Select the QuickBooks Payments account you want to connect to.
- Choose the accounts you use to deposit customer payments. Then select Connect.
- In the Changes you might not expect window, select Yes, I understand.
- Once done, select Sign out and then sign back into QuickBooks Online.
For more details about the process, please see this article: Connect QuickBooks Payments to QuickBooks Online.
Once your QuickBooks Payments account is connected to QBO, you can add customers' credit card information to their profile by following these steps:
- Go to the Sales menu and then click the Customers tab.
- Locate and select the customer and hit Edit.
- In the Customer profile window, scroll down to the Payments section.
- Select Credit Card from the Preferred payment method drop-down menu.
- Enter the needed information and click Save when done.
You can check this article for additional reference: Edit a customer's credit card information.
Finally, I've added these resources to help you gently remind customers about invoice due dates and track the payments once they pay you:
If you have further concerns about storing credit card information for your customer in QBO, feel free to return to the Community. My team and I are always ready to assist you 24/7.
