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ron10
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

 
12 Comments 12
Anonymous
Not applicable

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Hello there, @ron10,

 

I appreciate your time to write us regarding this preference. I can share some insights about adding multiple customer credit cards in QBO.

 

At the moment, you can only add one credit card information per customer profile in QuickBooks. Having this option is great idea we can add to our program.

 

While this option is not yet available, I'd recommend sending a product request to our developers. Doing this will let them know what features would help a business like yours run even better, and they will consider that in a future update.

 

Here's how to send your request:

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your feedback and suggestions.
  4. Click Next.
  5. Select Feedback for the Category.
  6. Click Send message.

I'll do the same thing in my end to reinforce your request. You may also track your suggestion through this website: https://feedback.qbo.intuit.com/

 

Your valuable suggestion goes directly to our engineers who considers feedback for QuickBooks enhancements. I will also do the same thing in my end to reinforce your request.

 

That should do it, @ron10. If you need additional assistance down the road, please feel free to reach out to me anytime. I'll be happy to help however possible.

tjcmichele
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Is there any update on this?

 

It would be VERY helpful if we could have the ability to store multiple credit cards on file for our customers. We have a lot of clients who use an HSA/FSA card, but also want to have a credit card on file in case the HSA funds are depleted. We have to manually type these cards in every time and it is really time-consuming.

 

Most payment processors (re: Square) allow multiple cards on file for a customer, so I want to see where Quickbooks is on having this feature added. I know it's been requested by many over the past few years. I've noticed that the app allows multiple cards on file, but it is super buggy and we can't use an app for our daily payment processing (hundreds of receipts run).

 

Thanks!

katherinejoyceO
QuickBooks Team

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Thanks for joining in this thread and for bringing this up again, @tjcmichele. At this time, this isn't an option still in QuickBooks. 

 

I can certainly see how being able to apply multiple credit cards for payments be helpful in terms of bookkeeping. We value your feedback and suggestions. Please know that all our suggested plans are subject to further study.

 

Here are some links that will guide you on your future tasks in case you'll need to manage your invoices in QuickBooks:  

 

 

Get back to us and post some more if you have additional questions or if you need further assistance in paying the invoices. Have a great day!

Anonymous1124
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Has there been any forward movement on this?  We have many customers (companies) who have several different sales people placing orders, using separate credit cards; it is imperative that we be able to keep multiple credit cards on file for the same customer, and we just spent a lot of money upgrading our QB program to allow us to process credit cards, rather than continuing to spend the money on a third party provider - it never occurred to me that such a program would NOT have that feature...I am really hoping that I have merely missed this item and you can help me find this feature on my version of Enterprise.

Tori B
QuickBooks Team

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Hey there, @Anonymous1124

 

Thanks for taking the time to follow the thread and sharing your concerns here in the QuickBooks Community. 

 

You can add your customer's payment methods in QuickBooks Desktop by using the steps I've included below.

 

  1. From the Lists menu, select Customer & Vendor Profile Lists, then Payment Method List.
  2. In the Payment Method dropdown menu, select New.
  3. Enter the Payment Method and Payment Type.
    Important: The Payment Method should match the Payment Type.
  4. Tap OK. Or click on Next to add another Payment Method.

 

I also wanted to mention that you can set up recurring credit card payments to help save some time when processing these transactions. Here's how: 

 

  1. Go to Customers, then select Credit Card Processing Activities.
  2. Select Set Up Recurring Payments.
  3. Find the name of your customer on the search field. If it's a new customer, select Add New.
  4. Under Invoice Type
    • If you want an invoice and payment, select Itemized List, then fill out the fields.
    • If you want a sales receipt, select Amount Only, then enter the amount.
  5. Fill out the fields under Payment Method, then select Next.
  6. Verify all info and terms of the payment setup match with the signed authorization form, then select Submit to save or Edit if you need to make changes.

 

For additional details about these processes, check out these help articles:

 

 

I hope this information helps. Please let me know if you have any questions or concerns. I'm always here to help you out. Take care!

njm5785
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

You didn't answer the original question. Sad that this question is 3 years old and Quickbooks desktop still can only save 1 credit card to a customer account, even on Enterprise. Any good payment processing system that saves credit cards should be able to save more than one per customer. We sadly have to use square for credit cards and quickbooks for everything else. Though now that quickbooks changed to a yearly premium cost we might try to figure out how not to use quickbooks at all since they cannot handle the basics even at their high costs.

JimAFETX
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Is there any progress on this? Almost everyone in business has multiple cards they use for purchases.

AileneA
Moderator

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Having this feature is surely a great help for your business, JimAFETX. 

 

At this moment, the option to enter multiple cards per customer payment in QuickBooks is still not possible. As mentioned by my peer above, we can submit product feedback again to our developer team, so the ability to add multiple cards on customer will be considered in a future update.  

I want to let you know that your voice matters, and each update our developer team creates are consider that it benefits our customer's business. 

 

You may also want to visit our QuickBooks Online Feature Requests site to track product requests submitted for the program.

 

If you have additional questions about adding multiple cards for payment in QBO, feel free to add a reply below. I'd be glad to assist you. Keep safe.

redfarmhousegal
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Is it possible yet to have multiple credit cards for one customer in their company file? This is really needed.

Briante
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Seriously.

BBBJoJo
Level 1

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

When I attempted to follow the directions given, it changed the previous information in the system then left the original name in the information so creating un-necessary accounts which I have no idea how to delete that out of the system list.  Finally just manually entered information individually to process a split payment from two different credit cards with a different name on each.  Plus it took awhile to figure out where to go to start off with the first couple of steps listed.  The system is not real user friendly to someone who is trying to learn it.  If there is a way to delete unwanted information listed on the main list... any assistance would be greatly appreciated.  Thank you.  

MariaSoledadG
QuickBooks Team

Can a customer have multiple credit cards listed in their customer file? Is so, how do I do this?

Let me provide you with some information about your issue, BBBJoJo.

 

May I know what QuickBooks product are you using? If you're referring to the step provided by my colleague @ToriB, that is for the QuickBooks Desktop product. May I know what specific list are you referring to? If you mean the account list. Here's how can delete an account in QuickBooks Desktop. I'll show you how:

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Right-click on the account that you want to edit.
  3. Select Delete Account, then OK.

 

On the other hand, with QuickBooks Online (QBO), deleting an account is unavailable. However, you can set them as inactive. To give you more detailed steps with the process, check out this article: Make An Account Inactive On Your Chart Of Accounts In QuickBooks Online.

 

Furthermore, learn how you can customize reports when running reports in QuickBooks. This ensures you'll get the right data for your business. I've added these articles for more details:

 

  1. Customize Reports In QuickBooks Desktop
  2. Customize Reports In QuickBooks Online

 

Let me know if you're referring to something else so we can get back to you on track. I'll be one post away if you need help.

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