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Hello there, @mike.smack.
I'm here to help share information on how to charge a credit card on file.
If you're referring to accepting credit card payments from you customers, you may need to update the customer's billing information.
To update a customer's credit card information:
To change a customer's credit card information in the sales receipt or receive payment:
You can check this article for additional reference: Edit a customer's credit card information.
Also, if you need further assistance with the process, you may get in touch with our QuickBooks Support Team.
Let me know if you're referring to something else and if you have any other credit card questions. I'm always here to help you!
Isn't there a way for the customers to enter their own info?
You have to setup your eCommerce platform (or an inventory management app) with the payment feature to let your customer submit their own CC credential to proceed.
Hello there, @ZDOutdoor.
Letting your customers enter their own information is currently not possible. You'll need to manually enter each detail in their profile.
You can toggle on the Address, Notes, Tax info, Payment and billing, Language, Attachments, and Additional Info tabs to provide other sorts of information on the customer's account as shown in the screenshot below.
You can also utilize the suggestion of Fiat Lux - ASIA to let your customers enter their own credit card credentials.
In case you've duplicated a customer's information in the system, you have the option to merge them. This will delete one customer and reassigns all its data to another customer. You can refer to this article for the steps: Manage your customer list. The "Merge customers" section will guide you on how it's done and provides you an important reminder before performing the said process.
To learn a few ways on how to record transactions in QuickBooks Online, here's an article that lays out a detailed information: Record invoice payments.
Please let me know if you have other concerns. I'm just around to help.
The question was how do we charge the card that is on file? Not how do we add a credit card to a customer's file. Will you please answer the question that was asked
I can show you how to do that, QST.
After adding your customer's credit card information, you'll need a QuickBooks Payments account to process credit card, debit, and ACH bank transfer payments in QuickBooks Online. You can read this article to be guided in creating your account: Sign up for QuickBooks Payments.
Then, you'll have to choose where to record your payments and fees. Once you're all set up and ready, it's time to charge your customer's credit card by receiving invoice payments or creating sales receipts. Feel free to follow the simple steps below.
Receiving a payment:
Creating a sales receipt:
Additionally, you may let your customers pay you at their convenience by sending them an online invoice.
I also encourage reading this guide to learn how to check when QuickBooks deposits customer payments into your bank account.
Do you have any other questions in mind? Feel free to leave them below and I'll get back to you as quickly as I can. Have a pleasant day ahead.
If I enter a customer's credit card information here as you stated above, then process it when I am ready, will it be billed as "swiped" or "keyed"?
I'd be glad to provide additional details about credit card processing in QuickBooks Online, jtrout.
I'm leaving some recommended pointers to learn more what the types of charges as well as things to remember when processing credit cards. Also, this will provide you other methods for processing payments in QuickBooks:
A quick guide to Credit Card processing.
Take and process payments with QuickBooks Payments.
If I can be of assistance while processing credit cards in QuickBooks Online, please let me know. I'd be more than willing to lend you a hand. Have a good one.
Did you ever get an answer for this? I am having the same problem
I'd love to help you get past the credit card issue that you've encountered, @CrystalK.
If you're referring to charging the credit card of your customers, the solutions shared by my peers above will do the trick. However, if you've received any errors while doing the process, I'd appreciate it if you can share some more details.
On the other hand, if you mean to change your billing details, so your credit card will be charged for the subscription, I can guide you on how to do that.
Here's how:
For more details about this process, please see this link: Learn how to change your billing info, payment method and plan subscription level.
I'm always up to help if you need anything else, @CrystalK. Just let me know by leaving a reply below. Have a good one!
How can my customers add tip when the card on file is charged?
I know a way to record the tip in QuickBooks, bushma.
To start, let's add an income account to track the amount. I'll guide you how.
Then, we can now create a tip item
After that, record the extra money as a tip. Here's how:
You can also add tips to the sales receipt. This ensures the amounts are properly tracked in QuickBooks.
I'm only a post away if you need more help in managing tips in QuickBooks. It's always my pleasure to help you out again.
Letting your customers enter their own information is currently not possible. You'll need to manually enter each detail in their profile.
Is this something QBO is looking at adding as a feature? I would love to not have to "collect" credit card info and input the data myself, not only from a time perspective, but also from a security perspective. Just like employees can enter in their social or other personal data, what about having customers add credit card info themselves?
Hi, BES3.
I know how important letting your customer enter their card information. I here to clarify and give more details about entering customer's details in QuickBooks Online.
Currently, the option to let your customer enter their credit card information on their profile is unavailable. Instead, you can sign up for a QuickBooks Payment account to let your customer pay their invoice online. They'll be the ones who will enter their credit card information. I'll show you the step-by-step process.
Step 1: Sign up or connect an existing QuickBooks Payments account:
Step 2: Set up online invoices so customers can pay online:
Once done, you can create an invoice and send the invoice to your customer. Then, you can ask your customer to follow the link in the email and finish paying their invoice online. For your reference, you can check the steps in this resource: Take and process payments in QuickBooks Online.
In addition, I've included this material that contains detailed information about recording invoice payments manually: Record invoice payments in QuickBooks Online.
I've got your back if you have any other questions managing your customer's profile or any QuickBooks-related concerns. Just add any details below and I'll get back as soon as possible.
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