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I believe I found that the way we are updating the credit card expiration date for recurring transactions in the QB desktop is not the correct way to do it. I went to this section (which was in my email where I was alerted the expiration date was approaching) https://quickbooks.intuit.com/learn-support/en-us/recurring-payments/modify-existing-recurring-payme...
So people need to know that updating the customer information screen does not transfer to the actual credit card processing.
I'm happy to have you here in the Community, @dhallock.
Are you using two QuickBooks accounts for Online and Desktop? If so, you must update your billing information separately, since we're dealing with different services. Changing the credit card on only one subscription will not auto-sync the update to the other account. That's the reason why you're having this type of issue.
I'd be glad to show you how to update the credit card information for both subscriptions.
For QuickBooks Online:
For QuickBooks Desktop Enterprise:
That should do it!
Here is an awesome article to learn more about tutorials in QuickBooks Online: Tutorials in QuickBooks Online.
I'm just a post away if you've got any concern. Take care always and have a fantastic day!
Thank you ReyJohn, and I probably didn't use the right terminology. I check QuickBooks Merchant Service Center online to see why payments do not process. that is where I am seeing the CC exp. date doesn't match what we corrected it to on the desktop version. We even waited to see if it updated overnight, and it didn't.
Please contact me directly if possible!
Hi @dhallock,
Let me get some clarification on the situation. When you update the customer's credit card information, are you processing the payment again? Just updating the information does not automatically re-process the payment; you would have to do that again.
Thanks,
Lucas
Thank you Lucas, I have customers set up on automatic recurring charges to their credit cards.
I believe I found that the way we are updating the credit card expiration date for recurring transactions in the QB desktop is not the correct way to do it. I went to this section (which was in my email where I was alerted the expiration date was approaching) https://quickbooks.intuit.com/learn-support/en-us/recurring-payments/modify-existing-recurring-payme...
So people need to know that updating the customer information screen does not transfer to the actual credit card processing.
Hi @dhallock,
Ok, great, you found the exact article I was going to send you. That is the correct way to update recurring payments when there is a payment failure. Thank you for posting that article; that will help other customers, as well!
Lucas
PLEASE HELP ME UPDATE CREDIT CARD INFO SO WE CAN GET BACK ONLINE WITH QUICKBOOKS
Hello there, @mikescustomhatters.
I'm here to ensure that you can update your credit card information in QuickBooks Online.
Just a heads up, you'll need to login to your QuickBooks Online account as a Master or Company Admin so that you can update the information.
Here's how:
For more reference on how to manage your payment, upgrade or downgrade your subscription, and to print recent receipts in QBO. Please check these articles:
Reach out to me in the comment section below if you have any other issues or concerns, and I'll get back to you right away. I'll be here to help. Have a great day ahead.
I updated the credit card (after the card expired) on file on the intuit website but it still cancelled my subscription. How can I get the system to recognize it has the updated card now?
I updated the card on file after it had expired. The system automatically cancelled my subscription but doesn't recognize the card on file is updated now. What should I do?
Thanks for sharing this concern with me, @lcrow.
And great job in updating your Billing and Subscription info. To isolate this, try logging out and signing in to your QuickBooks Online (QBO) account. This way, it’ll refresh your QBO account for the changes to take effect.
If the issue persists, I recommend contacting our Customer Support team. There, they’ll be able to look into your account and verify the cause on why it is canceled after updating your credit card. They can also perform some troubleshooting steps to fix this.
To reach out to them, you can follow these steps below:
Additionally, I got you here an article you can read for reference in case you need to reset your password in your QBO account: Reset your password or recover your user ID for QuickBooks Online.
Fill me in if you need further assistant about your billing and subscription. I’m more than happy to help you out anytime. Keep safe.