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Luckyborg
Level 1

Credit Card Authorization

I've been having trouble the last couple months adding credit card numbers or modifying them in QuickBooks Enterprise 20.  I started getting a pop up warning message "To save this card, you need to confirm customer's signed authorization"  This has never come up in the previous 20 years of me using quickbooks and I can't find any setting or checkbox anywhere that will allow me to proceed.  I have to delete it all or hit cancel and manually type the card number in to process it with our gateway.

1 Comment
ShiellaGraceA
QuickBooks Team

Credit Card Authorization

Hi @Luckyborg,

 

We have an open case reported about the missing checkbox to save credit card details, with a case number INV-47435.

 

As a workaround, you can convert your customer to a job (or vice versa), enter the card details, and convert it back. Here's how:

 

  1. Go to Customers, then Customer Center.
  2. Right-click on the customer's name you want to change. Then, choose Add/Edit Multiple Customer:Jobs.
  3. Select the Customize Columns button.
  4. In the Available Columns section, select Job of: and click Add (see image below).
  5. Place the Job of: item below the Name by pressing Move Up continuously, then click OK.
  6. Look for the customer you want to alter and pick the new Parent customer to connect it to in the Job Of: column.
  7. Select Save Changes. Then, go back to the customer's profile and update the credit card details.
  8. Follow the steps 1 and 2 and then delete the Job Of: column to convert the customer back to it's original profile.

With these steps, you're able to get past the prompt and save the credit card details. I'd still encourage giving our Customer Care Support a call. This way, you'll received updates via email on the status of the case.

 

I'll also share with you our guide on adding or matching credit card transactions which I'm sure you'll find helpful. It has step-by-step instructions that'll walk you through the process.

 

Feel welcome to come back to this thread if you need help with anything else. We're always here to lend a hand. Thanks for joining us today and have a lovely day ahead.

 

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