Add, edit, or disable a credit card

Learn how to set up and manage a credit card in QuickBooks Desktop and QuickBooks Online.

Add, edit, or disable your customer's credit card information to simplify transactions. This prevents you from manually entering the payment details for every payment.

Note: If one of the accepted payment method options is missing (Visa, MasterCard, Discover, or AMEX), re-create it manually. You can also manually identify credit card transactions without a merchant account. 

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Add a credit card payment method

In QuickBooks Desktop for Windows

1. From the Lists ▼ menu, select Customer & Vendor Profile Lists, then Payment Method List.
2. From the Payment Method ▼ dropdown menu, select New.
3. Enter the Payment Method and Payment Type.
   Important: The Payment Method should match the Payment Type. If not, you’ll receive an error when you process payments.
4. Select OK. 
5. To add another credit card, select Next.

In QuickBooks Desktop for Mac

1. From the Lists ▼ menu, select Customer & Vendor Profile, then select Payment Methods.
2. Select the + icon.
3. Enter the name of the new method, then select OK.
4. To add another credit card, select New.

In QuickBooks Online

1. Go to Settings , then select All lists in the LISTS column.
2. Select Payment Methods.
3. Select New.
4. Enter the name of the payment method, then select the This is a credit card checkbox, if applicable.
   Note: To record a completed credit card payment, you must select the This is a credit card checkbox. This lets Merchant Services add a payment method. 
5. Select Save. 
6. To add another credit card, select Next.

Edit or disable a credit card payment method

To make changes to a credit card payment, edit it. To turn a credit card payment off, disable it. 

In QuickBooks Desktop for Windows

• Most payment methods can be modified with Merchant Services, but a few have restrictions.
• If you want to save a payment method without charging the credit card, change the Payment Type to Cash.

In QuickBooks Desktop for Mac

1. From the Lists ▼ menu, select Customer & Vendor Profile, then select Payment Methods.
2. Select Edit ✎. Then, follow these steps:
3. Edit: Change the Payment Method Name. 
4. Disable: Select the Inactive checkbox.   
5. Select OK to save the changes.

In QuickBooks Online

1. Go to Settings , then select All lists in the LISTS column.
2. Select Payment Methods. Find the payment method you want to edit or disable.
3. In the ACTION column, select the small arrow▼ icon next to Run report. Then, follow these steps:
   • Edit: Select Edit, then make the necessary changes. When you’re ready, select Save.
4. Disable:  Select Make Inactive, then select Yes.

Next steps 

• Common terms to process credit cards
• Create a recurring credit card payment