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stephanie-ddladv
Level 1

How do I remove a credit card from a customer (it's on the wrong customer)?

I was entering the credit card for customer 1 payments, but it somehow attached to customer 2 and has it saved as a form of payment, I can't find any way to remove the credit card from customer 2
Solved
Best answer April 23, 2024

Best Answers
stephanie-ddladv
Level 1

How do I remove a credit card from a customer (it's on the wrong customer)?

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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6 Comments 6
CamelleT
QuickBooks Team

How do I remove a credit card from a customer (it's on the wrong customer)?

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:

 

  1. Go to Customers & leads, then choose Customers.
  2. Select the customer name and hit Edit.
  3. Go to the Payments section. Then, select the credit card number under the Preferred payment method field.
  4. Click Add on the Credit Card information window.
  5. Change the Credit card number to a non-transacting test card number like 4111-1111-1111-1111.
  6. In the Expiration date, choose any date in the future and tap Save.

 

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!

stephanie-ddladv
Level 1

How do I remove a credit card from a customer (it's on the wrong customer)?

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.

lvjt
Level 1

How do I remove a credit card from a customer (it's on the wrong customer)?

This doesn't work.

LollyNino_C
QuickBooks Team

How do I remove a credit card from a customer (it's on the wrong customer)?

I appreciate your efforts in trying the steps provided by my colleagues above, @lvjt. Your dedication to resolving this issue is commendable.

 

As previously stated, deleting a customer's credit card from the Payments and Billing tab is currently unavailable. However, you can modify the information by editing the card number. This way, the system can no longer charge their card.

 

Here's how:

 

  1. Click Sales in the left panel and choose Customers.
  2. Select the customer name, then Edit.
  3. Go to the Payment and Billing tab.
  4. Choose the credit card number under the Preferred payment method field.
  5. On the Credit Card Information window, click Add.
  6. Change the following:
    • Credit card number4111-1111-1111-1111. This is a non-transacting test card number.
    • Expiration date: Any date in the future.

 

See this screenshot below as a reference.

1387_2.png

 

You can check out more information in the article: Delete your customer's credit card number. This detailed guide offers two options for preventing charges to your customer's card and provides the necessary support.

 

Furthermore, you can check these articles whenever you have concerns about recording customer payments: 

 

 

Feel free to contact me if you need help managing your customers' credit card information. I'm here to assist you whenever you need it.

miradorit
Level 3

How do I remove a credit card from a customer (it's on the wrong customer)?

The instructions to replace the credit card number with a non-transacting number absolutely do not work. When I try, QuickBooks Online just keeps asking me if I entered the information correctly.

GebelAlainaM
QuickBooks Team

How do I remove a credit card from a customer (it's on the wrong customer)?

I appreciate you following the steps provided by my colleague, miradorit. I have another way to remove your customer's credit card information to avoid charging them. Let me share the detailed steps below.

 

Since replacing with a non-transacting card doesn't work, you can use the second option, which is to merge with a customer account without credit card info. First, you'll need to create a new customer account. 

Here's how:

  1. Go to the Customers & leads menu, then select Customers.
  2. Select New customer.
  3. Enter the same information as the original customer account, except for the payment and billing info.
  4. Add 1 to the name in the Display name as field.
    • Original customer account - John Doe
    • New customer account - John Doe1
  5. Click Save.
     

After that, rename and merge the original customer account with the new one.
 

  1. From the Customers page, select the original customer account, then Edit.
  2. Add 1 to the name in the Display name as field.
  3. Click Save.
  4. On the Please Confirm window, select Yes to merge the accounts. This deletes the original customer account with the credit card info which appears in the list of deleted customers.
     

Finally, you can rename the merged account to the original name. See this article for further guidance: Delete your customer’s credit card number.

Moreover, you can visit this article about merging customers, vendors and accounts in QuickBooks: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

Furthermore, I've attached these materials for future reference about handling invoice payments and customizing sales transactions in QuickBooks:
 

Feel free to respond if you have clarification about managing customer's credit card information or other QuickBooks-queries. I'm always happy to help.

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