We can merge duplicate customer profiles as a workaround since there is currently no option to directly remove ACH payment details from a customer profile, @wmdelphin.
Once a customer profile is created with payment details, it cannot be edited or deleted. However, you can create a new customer account using the same name and add an identifier (for example, "Sample Customer B" or "Sample Customer 1").
Here’s how to do it:
1. Go to the Customer Hub and select Customers.
2. Click on New Customer.
3. Enter the same information as the original customer, except for the payment and billing details.
4. Add an identifier (e.g., "1" or "B").
- Original customer account: ASample Customer
- New customer account: Sample Customer 1 or BSample Customer
After creating the new account, a pop-up will appear prompting you to merge the two accounts. Simply click Merge. This will delete the original customer account automatically and transfer all transactions to the new customer account. or you can click the Edit drop-down and select Merge contacts.
Lastly, rename the new customer account to match the original name.
I understand you didn't want to create a duplicate account, but this is the available workaround in QBO at the moment. If you would like to see an option to delete payment details, such as ACH information, directly from the customer profile, you can provide feedback to our product engineers.
To do this:
1. Click on the Gear icon and select Feedback.
2. Enter your suggestions and click Submit.
Let us know if you need anything else.
