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Level 1

Updating customer credit card info



  We recently updated to QB Desktop 2020 from 2017. When we go in to edit a customers credit card info we are not seeing the "Save" button.  We have followed the steps listed here,  with no success.


  Could this be a bug with the upgrade from Desktop 2017 to 2020?



2 Comments 2
QuickBooks Team

Updating customer credit card info

Thank you for posting here in the Community, @mattmackey.


The article that you followed on updating your customer credit card is for QuickBooks Online.


Let me help you change the credit card information of your customer in QuickBooks Desktop.


Here’s how.


  1. Open your QuickBooks Desktop.
  2. Go to Customers tab.
  3. Select Customer Center.
  4. Select the customer that you want to change the credit card information.
  5. On the Customer Information, click the pencil icon.
  6. Select Payments Settings.
  7. Fill in all credit card information needed.
  8. Then, click OK.


You may also use this article for your future reference if you need some steps or procedures while using QuickBooks Online. Help article.


If you have any other questions, please leave a comment below. I am here to help. Keep safe.

Level 1

Updating customer credit card info



  After spending hours on the phone with support we figured out the issue. In QB 2020 if you don't use Intuit as your merchant services you are not able to modify any credit card info. We use a 3rd party merchant account.


  We were forced to upgrade to 2020 because of 2017 reaching EOL and services to our bank were being disabled. This change is an example where Intuit doesn't care about their customers and will force many of us to look at alternatives.

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