Credit Card Error Message when making backup. Need to find customers with credit cards to remove them.

Odaran · ‎August 03, 2020

I asked a similar question but realized it might be the wrong question. Our IT person is saying that Quickbooks is kicking up an error when trying to perform a backup after the most recent update. I am new to quickbooks and have been tasked with trying to find any customer accounts that have credit cards on them. I have tried a customer list report but there is no Credit Card output field or filter. This means that there is no easy way to locate them.

I asked before about a report that finds accounts with credit card numbers and the reply was about finding ones tied to a Chart of Accounts as in a company credit card for a vendor or something. I am looking for accounts with the cc tied to a customer. I do not need the number itself, I just need to know who has one so I can delete it.

BettyJaneB · ‎August 05, 2020

Hello there, @Odaran.

I can share a report that you can pull up so you'll be able to see the accounts that were used to all of your transactions in QuickBooks Desktop.

You may run the Transaction List by Customer and Transaction List by Vendor report, then customize it to show the Name Account number of the credit card used in their transactions. Just make sure to select the correct date range of the report.

To do that:

Click on Reports at the top menu bar.
Tap on Customers & Receivables.
Choose Transaction List by Customer.
Hit on Customize Report at the top.
Refer to the Display tab.
Under the Column section, select on Name Account#.
Tick on OK.

Once done, you may proceed with pulling up the Transaction List by Vendor report. This can be found in the Vendors & Payables section on under Reports.

For more tips on customizing reports in QuickBooks Desktop depending on the information that you need, please see this link: How to customize report that you generate in QBDT.

I'm also adding here a reference that you can check out about the different types of report that you can pull up in the system: QuickBooks Desktop provides different reports that cater to your business needs.

I'm ways ready to help if you have any other questions, @Odaran. Just drop a reply below. Have a good one!

View solution in original post

MaryLandT · ‎August 03, 2020

Thank you for contacting us, Odaran,

At QuickBooks, we take data security seriously to protect you and your customers. In connection, customers' credit card details are encrypted on your reports. This is for security purposes.

You'll want to open each customer profile to see who has a credit card information through the Payment Settings tab. Then, remove the details in the fields from there.

I've added the Restore a backup of your company file for instructions and detailed steps.

Stay in touch with me if there's anything else you need. I'm always right here to help ensure you're able to restore the company file with no issues.

Odaran · ‎August 03, 2020

I am not concerned about the numbers themselves. I just need to identify a way to know what accounts have a number on file so I would not have to go through every single account to delete them, just the ones that have a number that needs to be deleted.

BettyJaneB · ‎August 05, 2020

Hello there, @Odaran.

I can share a report that you can pull up so you'll be able to see the accounts that were used to all of your transactions in QuickBooks Desktop.

You may run the Transaction List by Customer and Transaction List by Vendor report, then customize it to show the Name Account number of the credit card used in their transactions. Just make sure to select the correct date range of the report.

To do that:

Click on Reports at the top menu bar.
Tap on Customers & Receivables.
Choose Transaction List by Customer.
Hit on Customize Report at the top.
Refer to the Display tab.
Under the Column section, select on Name Account#.
Tick on OK.

Once done, you may proceed with pulling up the Transaction List by Vendor report. This can be found in the Vendors & Payables section on under Reports.

For more tips on customizing reports in QuickBooks Desktop depending on the information that you need, please see this link: How to customize report that you generate in QBDT.

I'm also adding here a reference that you can check out about the different types of report that you can pull up in the system: QuickBooks Desktop provides different reports that cater to your business needs.

I'm ways ready to help if you have any other questions, @Odaran. Just drop a reply below. Have a good one!

Odaran · ‎August 05, 2020

Thank you. This looks like what I was looking for. Much appreciated.

ZackE · ‎August 05, 2020

Thanks for updating us about this, Odaran.

I'm happy to hear the Community was able to assist with locating what you needed. You'll find many other resources in our QuickBooks Enterprise Help Articles archives which may come in handy moving forward.

Please feel more than welcome to reach out anytime if there's ever any questions. That's what I'm here for. Enjoy the rest of your day!

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Credit Card Error Message when making backup. Need to find customers with credit cards to remove them.