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Add, edit, or disable a credit card
Learn how to set up and manage a credit card payment method in QuickBooks Desktop and QuickBooks Online.
Add, edit, or disable your customer's credit card information to record offline and real-time payments.
Note: If one of the accepted payment method options is missing (Visa, MasterCard, Discover, or AMEX), re-create it manually. You can also manually identify credit card transactions without a merchant account.
In QuickBooks, you can keep track of when customers pay you with a credit card. If one of your payment methods is missing (Visa, MasterCard, Discover, or AMEX), we'll show you how to set it up manually.
Note: If you'd like to collect credit card payments directly through QuickBooks, check out QuickBooks Payments rates and apply. This isn't included in your current subscription.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view 
Add a credit card payment method
In QuickBooks Desktop for Windows
From the Lists ▼ menu, select Customer & Vendor Profile Lists, then Payment Method List.
From the Payment Method ▼ dropdown menu, select New.
Enter the Payment Method and Payment Type.
Important: The Payment Method should match the Payment Type. If not, you’ll receive an error when you process payments.Select OK.
To add another credit card, select Next.
In QuickBooks Desktop for Mac
From the Lists ▼ menu, select Customer & Vendor Profile, then select Payment Methods.
Select the + icon.
Enter the name of the new method, then select OK.
To add another credit card, select New.
In QuickBooks Online
Go to Settings
, then select All lists in the LISTS column.
Select Payment Methods.
Select New.
Enter the name of the payment method, then select the This is a credit card checkbox, if applicable.
Note: To record a completed credit card payment, you must select the This is a credit card checkbox. This lets Merchant Services add a payment method.Select Save.
To add another credit card, select Next.
Edit or disable a credit card payment method
To make changes to a credit card payment, edit it. To turn a credit card payment off, disable it.
In QuickBooks Desktop for Windows
Note:
Most payment methods can be modified with Merchant Services, but a few have restrictions.
If you want to save a payment method without charging the credit card, change the Payment Type to Cash.
From the Lists ▼ menu, select Customer & Vendor Profile Lists, then select Payment Method List.
Important: The Payment Method should match the Payment Type. If not, you’ll receive an error when you process payments.Edit: Select Edit Payment Method. Edit the payment details, then select OK to save the changes.
Disable: Select Edit Payment Method and select the Method is inactive checkbox. Then, select OK. Once inactive, the payment method will continue to appear in reports. It won’t be available when you process a payment.
In QuickBooks Desktop for Mac
From the Lists ▼ menu, select Customer & Vendor Profile, then select Payment Methods.
Select Edit ✎. Then, follow these steps:
Edit: Change the Payment Method Name.
Disable: Select the Inactive checkbox.
Select OK to save the changes.
In QuickBooks Online
Go to Settings
, then select All lists in the LISTS column.
Select Payment Methods. Find the payment method you want to edit or disable.
Edit: Select Edit, then make the necessary changes. When you’re ready, select Save.
Disable: Select Make Inactive, then select Yes.
Next steps
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