Although I've put in a new card, the old card was charged. The new card was changed last month in QBooks. How do I fix so the incorrect card is not charged in the future?

Thank you for posting here in the Community, cmarzahn.

I'm here to help and make sure to apply the changes for your sales receipts in QuickBooks Online.

Recurring transactions can be used to automatically process credit cards payments for sales receipts. This information is also synced automatically through the Merchant Services.

That being said, to make sure the new card syncs to your merchant services, you'll need to delete and recreate the recurring template with the new card. Let me show you how to delete the recurring template for your sales receipt.

Here's how:

1. Go to the Gear ⚙ icon at the top.
2. Under Lists, choose Recurring Transactions.
3. Locate the template for your sales receipt and click on ▼.
4. Select Delete from the Action column.
5. Then, click Yes to confirm.

Now, to recreate the recurring template:

1. Click the Gear ⚙ icon at the top.
2. Choose Recurring transactions.
3. Tap on New.
4. Select the same type of transaction that we deleted, and then select OK.
5. Enter a Template name.
6. In the Payment method dropdown, select Credit card and enter the new card info. Then, Save.
7. Choose a Type: Scheduled, Unscheduled, or Reminder.
8. Complete the other fields and then Save Template.

After that, changes should sync to your merchant services and charges will now go to the new card.

I'm adding this article that you can use as future reference: Edit a recurring template.

If you still need help with anything, just tag my name and I'll get back to you as possible. Have a wonderful weekend!

Thanks.

Has nothing to do with setup on templates.

Been using them for months.

There was a card on file for a customer. Card ending in 3006.

Customer replaced the card.  Let's say the new one ended in 4296.

I edited customer info to replace the card (3006) with card 4296 over a month ago.

When the auto transactions ran yesterday (20th) it charged the former card (3006) and not the new card (4296).

I checked on Merchant Services to confirm that it did indeed charge the old card.

Presume the updated card didn't happen some how. 

How can I be sure it "takes" when i change it?

Should I just change it again with the same new card and hope that resolves?

Thanks for the quick response @cmarzahn. I can provide some additional information to assist you in isolating the problem with updating the card number in QuickBooks Online (QBO).

Yes, you can change it again with the updated card number since it should instantly take effect once you've changed it. Then, make sure to update the Payment method of your recurring template.

However, if the same issue persists, I'd suggest contacting our QuickBooks Payments Support. They'll be able to do further investigation into this behavior and can open an investigation ticket if necessary. 

For future reference, I’ve added this resource to help you check when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposit customer payments

Additionally, here's a great source where you can find articles that can help you with managing your books in QuickBooks. Please visit our QuickBooks Payments help articles page. This includes topics such as steps in handling chargebacks and retrieval requests, adding users to QuickBooks Payments, and expenses, process payments in Merchant Service Center, etc.

Feel free to post again if you have other QuickBooks-related concerns. I'm always ready to help you. Keep safe, cmarzahn!