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acuddemi1
Level 2

Cannot Add Credit Card to Job Since Signed Authorization Check Box Update 2020

This is a major problem for us, and appears to be a glitch after the update. If you are adding or updating a credit card under a primary customer, after entering the card number, a checkbox appears below for approval of "I've customer's signed authorization to save this card for the future", but if you go into a "Job", being a sub-account for a customer, and enter the card number, the checkbox does not appear, and we get the error message popup saying we need to confirm the signed authorization (by selecting the checkbox), which again is not showing.

 

We have customers that have many branches or jobs across the USA, and each job has its own credit card that must be used for taking payment against an invoice. With this glitch, we can no longer update the credit card under that job account, which creates a serious issue. Each job stores the correct accountant for where the credit card receipt needs to go, along with the credit card for the job of course.

 

Please advise when this can be fixed, it is needed ASAP.

 

This is an overlay showing the difference between adding a credit card to a Customer, versus adding it to a Job under the same Customer.

1 Comment 1
Joesem M
Moderator

Cannot Add Credit Card to Job Since Signed Authorization Check Box Update 2020

Thanks for the detailed information, @acuddemi1.

 

There are times odd behaviors occur that can cause QuickBooks Desktop to act strangely. To isolate this, we can run the repair tool. This utility resolves common errors in the software.

 

Beforehand, create a back up your company file to avoid any accidental data loss.

 

Then, follow these steps below:

 

  1. Reboot the computer and tap the Windows Start menu.
  2. Find Control Panel on the search field or select it from the list.
  3. Press Programs and Features then Uninstall a Program.
  4. Note: If you don't see Programs and Features, select Programs instead. Then select Program and Features.
  5. Pick QuickBooks from the list of Programs, then press Uninstall/Change.
  6. Click on Continue, or Next. then Repair.
  7. Press Next again then wait for the tool to start its diagnosis.
  8. Hit Finish when done.

 

Once done, you can follow these steps to enter the credit information for each job. Here’s how:

 

  1. Go to the Customers menu, then Customer Center.
  2. Search the Job and select.
  3. Click the pencil icon in line with the Job Information.
  4. Select Payment Settings.
  5. Enter the credit card information in the field then hit OK to save. 

 

You can also mark the box on the other side if you’d like them to pay you online.

 

The following articles will help guide you in customizing and tracking your jobs in QuickBooks Desktop:

 

 

Please let me know if there's anything else I can help you with. I've always got your back. Have a good one!

 

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