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Add, edit, or disable a credit card

SOLVEDby QuickBooksQuickBooks Point of Sale98Updated 1 week ago

Learn how to set up and edit credit card types in QuickBooks Desktop and Online.

There’s no need to manually enter the payment details every time you accept payments. In QuickBooks, you can add, save, or update your customer’s credit card information and easily use it to have a hassle-free transaction. Here’s how.

Note: If one of the accepted payment method options is missing (Visa, MasterCard, Discover, or AMEX), re-create it manually. You can also use this feature for transactions that need to be identified as a credit card even without a merchant account.

Set up 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.
  4. Select OK. Or select Next to add another Payment Method.

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 for the payment method, then select the This is a credit card checkbox, if applicable.
    Note: Merchant Services won’t be able to add the payment method if you don’t select the This is a credit card checkbox. Use this if you only need to record a credit card payment.
  5. Select Save.

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 and select OK. Or select Next to add another one.

Edit or disable a credit card payment method

Edit a payment method to make changes or disable to turn it off.

In QuickBooks Desktop for Windows

Note:

  • You can’t modify some payment methods when connected to merchant services.
  • You can change the Payment Type to Cash if you only want to save a payment method without charging the credit card.
  1. From the Lists ▼ menu, select Customer & Vendor Profile Lists, then select Payment Method List.
    Note: Payment method should always be the same as payment type. Otherwise, you’ll receive an error when you process payments.
  2. Right-click the payment method you want to edit or disable. Then, follow these steps:
    • Edit - Select Edit Payment Method. Edit the payment details, then select OK to save the changes. 
    • Disable - Select Edit Payment Method and select the Method is inactive checkbox. Then, select OK. Once inactive, the method will continue to appear in reports, but won’t be available when processing a payment. 

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.
  4. Select Edit, then make the necessary changes.
  5. Select Save.

In QuickBooks Desktop for Mac

  1. From the Lists ▼ menu, select Customer & Vendor Profile, then select Payment Methods.
  2. Select Edit ✎.
  3. Change the Payment Method Name or select the Inactive checkbox to disable the payment method.
  4. Select OK to save the changes.

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