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Add and manage your subscription payment method using Intuit Payment Wallet

SOLVEDby QuickBooks173Updated 3 weeks ago

Learn how to manage your subscription payment method using Intuit Payment Wallet.

The Intuit Payment Wallet makes it even easier to pay for products and services by sharing payment methods across different products. If you have more than one company, you can reuse your primary payment method for different subscriptions. Intuit Payment Wallet lets you store more than one payment method, so you can switch between payment methods if needed. 

Follow these steps to add a payment method using Intuit Payment Wallet for the first time.

Important: When a new payment is added:

  • It’s automatically selected for the current subscription unless you change it. 
  • If it's assigned as the billing method on any Intuit products, you’ll have to replace it before you can delete it.

Add your payment method using Intuit Payment Wallet

For QuickBooks Online

Note: You can only select QuickBooks Online Annual Billing after subscribing to Monthly Billing. If your default payment method expires, you need to resubscribe using the same type of payment method before you can switch to a different payment type.

  1. Sign in to your QuickBooks account as the primary admin. 
  2. Select Settings ⚙, then Subscriptions and billing.
  3. Select the Billing & Subscription tab.
  4. Select Edit ✎ next to your payment method.
  5. Select Add New in the wallet listing.
  6. Select Credit/Debit Card or Bank Transfer and add payment method details
  7. Select Save payment method to my Intuit profile.
  8. When you’re ready, select Save and Use.

You can update and manage your payment information at any time. 

For QuickBooks Online Accountant

  1. Sign in as a primary or company admin.
  2. Select Settings ⚙, then Subscriptions and billing.
  3. Select the Billing details tab.
  4. Select Edit billing information.
  5. Select Add New within the wallet listing.
  6. Select Credit/Debit Card or Bank Transfer and add payment method details
  7. Select Save payment method to my Intuit profile.
  8. When you’re ready, select Save and Use.

You can update and manage your payment information at any time.

For QuickBooks Self-Employed

  1. Sign in to QuickBooks Self-Employed using a web browser. 
  2. Select your profile ⚙, then Billing info.
  3. In the Payment Information section, select Edit ✎.
  4. Select Add New within the wallet listing.
  5. Select Credit/Debit Card or Bank Transfer and add payment method details.
  6. Select Save payment method to my Intuit profile.
  7. When you’re ready, select Save and Use.

You can update and manage your payment information at any time.

Remove a payment method from your Intuit Payment Wallet

A payment method can only be deleted if it’s not the current billing method for any of your Intuit products. To remove a payment method on file:

  1. Sign in to the Intuit Account Manager.
  2. Select Payment methods.
  3. Look for the payment method you want to remove, and select it to expand details.
  4. You’ll see if this payment method is the billing method for any of your Intuit products. If it is, you must change the billing method for each. Select Change payment method on the relevant products.
  5. Choose a different payment method on your account, or select + Add new to add a new payment method. Then, select Use this payment method.
    Note: You can change billing methods temporarily, and return to change methods later.
  6. Once the payment method is no longer associated with an Intuit product, select Remove card next to the payment method name.
  7. (Optional) For accountants managing client billing, you can return to each product to update the payment method again, if needed. Make sure to uncheck the box for Save payment method to my Intuit profile to avoid saving the payment method to the signed-in user profile.

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