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Thank you - I ended up in a chat with QBO help agent, and we had issues following the steps you mentioned, we had the additional steps of having to move open projects/transactions to the new customer 1, then merge and remove the 1.
In case anyone else has this problem, you can't merge if the customer with wrong CC info has a "sub-customer" which in our case was the projects. Those have to be re-assigned to the new customer, then refresh your screen (or sign-out, sign back in) then try merging again.
I'm here to ensure the credit card is attached to the right customer, stephanie.
Currently, it's not possible to delete your customer's credit card information. However, we can edit and replace it with a non-transacting number, which will overwrite the saved credit card info from customer 2. Here's how:
After doing so, you can now add the credit card to the appropriate customer.
Moreover, here's a helpful resource to guide you in recording partial payment for an invoice or recording payment for a single invoice: Record invoice payments in QuickBooks Online.
Come back and send a reply below if you have other concerns about managing your customer's credit card information. Take care!
Thank you - I ended up in a chat with QBO help agent, and we had issues following the steps you mentioned, we had the additional steps of having to move open projects/transactions to the new customer 1, then merge and remove the 1.
In case anyone else has this problem, you can't merge if the customer with wrong CC info has a "sub-customer" which in our case was the projects. Those have to be re-assigned to the new customer, then refresh your screen (or sign-out, sign back in) then try merging again.
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