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batvalil
Level 3
posted
‎November 26, 2018 11:08 AM
last updated ‎November 26, 2018 11:08 AM

How are you collecting credit card information from your clients?

How are others collecting customer credit card information to input into Quickbooks Online?  We are trying to find a PCI compliant manner to collect this information and retain it in the customer file for future purchases.   We do not want to ask our customer to pay the invoice each time with a credit card via the Pay It Now option.  Our customer agreements state we collect this information for new clients at the onset and retain it for future purchases.  Our current data collection manner will no longer work for us.

 

ShareFile has been suggested. I was hoping to have a couple of options to research.

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2 Comments
Anonymous
Not applicable
‎November 26, 2018 11:57 AM

How are you collecting credit card information from your clients?

It is very hard for a individual business to retain credit card numbers with strict PCI compliance on their own.

We use Moneris as our credit card clearing service - and they provide a subscription service that is complaint. (They call it their 'vault'). I imagine that other card processing services also offer something similar.

Essentially this service allows you to store and charge to CC numbers without being able to fully see them.  So no chance of external theft or internal misuse.

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batvalil
Level 3
‎November 26, 2018 12:41 PM

How are you collecting credit card information from your clients?

Thanks for the reply.  I will look into this service.  This, too, sounds promising.

 

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