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accounting-axis-
Level 1

How can I put a hold (authorization) on a client's credit card for a ongoing project on Quickbooks Online

 
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jamespaul
Moderator

How can I put a hold (authorization) on a client's credit card for a ongoing project on Quickbooks Online

Hello, accounting-axis-.

 

I'm more than willing to show you a step-by-step process on how to put a hold on your client's credit card. 

 

You can process a hold on your client's credit card by going to your Merchant Services account. Here's how: 

 

  1. Log in to https://merchantcenter.intuit.com/.
  2. Hover your mouse on Processing Tools.
  3. Click the Authorize funds option.
  4. Enter your client's credit card details.
  5. Click Submit

 

auth1.PNG

 

Note: This can only be done within the Merchant Services center. If you have a different payment processing provider, you might want to reach out to their support and ask how to put a hold on the credit card. 

 

When you're ready to receive the funds, you can use the Capture authorized funds function. Simply go to the Capture authorized funds tab, then search for the client's credit card details. 

 

auth2.PNG

 

If you need more help navigating around the Merchant Services center, you can check this website: https://merchantcenter.intuit.com/wapweblet/ims-mp-help/en/qbms/svc_mp_toc.html.

 

Need to manage your client list and income? Feel free to browse our articles here

 

Happy to assist you again if you need to do other tasks in QuickBooks Online or in the Merchant Services center. Reply here and I'll respond to your questions as soon as possible. 

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