How do I delete a customers bank account info or credit card from their profile?

You can merge the customer whose banking information you want to delete with a new customer account that has no banking details in QuickBooks Online (QBO), Automn-Hunt.

Deleting bank or credit card information for customers is not currently an option in QBO; we can only modify it by merging the information with another customer.

Let me show you how:

1. Go to Customers & leads, then select Customers.
2. Enter the same information as the original customer account except the Payment info.
3. Add 1 to the name in the Display name as field. Click Save.
   
   
   
   
4. Rename and merge the original customer account with the new one. Then, hit Save.
5. On the confirmation window, select Yes to merge the accounts. It'll delete the original customer account with the credit card info appearing in the deleted customers list.
   
   
   
   
6. Rename the merged customer back to the original one.

Additionally, you can review the recorded sales transactions and their statuses in the Sales menu by checking out this article: View sales transactions.

Moreover, did you know we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our experts excel at making financial management effortless and offer tailored advice, especially in managing your sales.

I'm still available if you need more help handling your customers in QBO, Automn-Hunt. You can return to this forum by simply clicking the Reply button, and I'll always lend a hand.