Solved

Where to update customer payment method items / description

Forum|Forum|3 years ago
November 3, 2022
2 replies
126 views

I want to update the payment methods of our customers, but I can't find where to update the options or list of the different methods. I can only see the 'Payment Method List' report...

Any advice would be appreciated.

QuickBooks Online

Best answer by MadelynC

I’d love to walk you through how to change customers' payment methods in QuickBooks, @VincentHS.

QuickBooks Online ensures users can easily modify existing payment methods to suit clients’ preferences. Take a look at how to gain access to these lists.

Start at the Gear icon, then choose All lists.
Select Payment Methods.
Locate the method, then select the dropdown menu under Action.
Click Edit after.

If it’s for a specific customer, you can go to his/her profile and change the customer’s preferred payment method. Here’s how:

Go to the Customers menu, then look for the customer's name and click it.
Select the Customer Details tab.
Click Edit.
Go to the Payments section, then select your proffered option under the Payment Method section.
Press Save.

In case you want to personalize and add specific details to your sales forms, check out this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Leave a comment below if you have any other questions or concerns besides payment methods. I want to make sure everything is taken care of for you. Take care always!

M

MadelynC

Answer

Moderator

I’d love to walk you through how to change customers' payment methods in QuickBooks, @VincentHS.

QuickBooks Online ensures users can easily modify existing payment methods to suit clients’ preferences. Take a look at how to gain access to these lists.

Start at the Gear icon, then choose All lists.
Select Payment Methods.
Locate the method, then select the dropdown menu under Action.
Click Edit after.

If it’s for a specific customer, you can go to his/her profile and change the customer’s preferred payment method. Here’s how:

Go to the Customers menu, then look for the customer's name and click it.
Select the Customer Details tab.
Click Edit.
Go to the Payments section, then select your proffered option under the Payment Method section.
Press Save.

In case you want to personalize and add specific details to your sales forms, check out this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Leave a comment below if you have any other questions or concerns besides payment methods. I want to make sure everything is taken care of for you. Take care always!

C

cchauca

Hello,

A customer used Save a payment method for faster future payments, it is located on their invoice. How do they update their credit card that is on file?

When I go to Sales- Customer (Click on customers account)- Edit - Scroll down to Payment- there is no credit card on file to edit. I can only add a card.

M

MadelynC

Moderator

You can update the customer's credit card information by accessing their profile, specifically the Payment section, @cchauca.

Since you're unable to see the existing credit card information to edit, the customer's credit card details may be stored in the payment processing system linked to QuickBooks Online.

In this case, you need to contact our Payments or Merchant Service support to update the said details. Our representatives can make modifications while making sure everything is correct and working.

Here are the steps to connect with us:

Open your QuickBooks account.
Navigate to the Help (?) menu.
Select the Search tab, then click Contact Us.
Enter your brief concern in the field, then hit Continue after.
Look for a Get a callback or Chat option.

In case you need guidance about payment processing, ways to stay organized, and keep track of your customers, just check out the following links below:

If there are any other concerns you'd like assistance with besides changing the customer's bank details, please let me know. We're always here to help, @cchauca.

K

klrose43

I want to change the credit card on file

AlcaeusF

Level 14

Hello, klrose.

Thanks for joining this thread. I'm here to help change your credit card in your QuickBooks Online (QBO).

If you're referring to changing the credit card or payment method for your QBO subscription, the steps to do this are pretty quick and easy. This can be done by going to Account and settings.

Here's how to do it:

Sign in to QBO as a primary admin.
Go to the Gear (Settings) icon at the top right.
Select Billing & Subscription.
Next to your payment method, click Edit ✎.
This will launch the Wallet list. Enter the credit card information. (Card number, name on card, expiration date, and security code.)
Make sure to verify the billing address in QuickBooks Online is the same billing address on the credit card statement.
Hit Save Changes.

After saving your change, the payment method will be displayed on the Billing & Subscription page.

To know more about managing and changing credit card or payment method in QBO, check out this article: Manage billing, payment, and subscription info in QuickBooks Online.

In addition, I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

Please click the Reply button below if you're referring to something else or have more questions about QuickBooks. I'm more than happy to answer them. Stay safe.

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