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I cannot find any way to add credit card info to a customer. I am only able to enter the preferred payment method but there is no option to enter credit card info.

 
3 Comments
QuickBooks Team

Re: I cannot find any way to add credit card info to a customer. I am only able to enter the preferred payment method but there is no option to enter credit card info.

Good day, avieira.


Thanks for dropping by the Community space. I want to make sure you’re able to enter credit card information to a customer in QuickBooks Online.


I replicated this on my QuickBooks sample file and I was able to enter the preferred payment method and credit card information under my customer’s Payment and billing tab.


Once I clicked Credit card on the Preferred payment method drop down, the Enter credit card details option comes up. You may need to try using a private window or switch to a different browser to verify if this has something to do with the browser you’re using when logging into QBO.


Here’s how:
•    Press Ctrl + Shift + N keys on your keyboard (Google Chrome)
•    Press Ctrl + Shift + P keys on your keyboard (Firefox or Internet Explorer)
•    Press Control + Option + P keys on your keyboard (Safari)


If the private browsing session works, you’ll need to clear your browser’s cache to prevent unexpected behavior in the product. Make sure to remember your saved information, such as login IDs and passwords. Check out this article for the steps: https://community.intuit.com/articles/1436727.


After performing the recommended solution above, you’ll be able to enter credit card information without any issue. However, if the same problem persists, I’d recommend calling our Customer Care Team for further assistance. They have a screen-sharing tool that helps them see what’s going on in your QuickBooks to help resolve the issue.


Here’s how you can reach them:  https://community.intuit.com/articles/1145770.


Please let me know if you have any other concerns. I’ll be here to help. Wishing you the best!

Experienced Member

Re: I cannot find any way to add credit card info to a customer. I am only able to enter the preferred payment method but there is no option to enter credit card info.

I too am having this issue.  My customers would like me to store their credit card information in our records.  I click on a customer record, Edit, Payment and Billing.  In the drop down menu I select credit card.  Only boxes available are preferred delivery, terms, and opening balance.  There is not field to add credit card information.  Looking for help.  :)  Thank you. 

QuickBooks Team

Re: I cannot find any way to add credit card info to a customer. I am only able to enter the pref...

Thanks for joining this conversation, @Rockies.

 

Allow me to step in for a moment and share some additional insights about adding customer's credit card information in QuickBooks Online (QBO).

 

Currently, QBO will only allow you to store credit card information for your respective customers if you've signed up for QuickBooks Payments. Additionally, this will also gives you the ability to:

 

  • Take a credit card or bank transfers.
  • Accept payments through QuickBooks, emailed invoices, and mobile.
  • QuickBooks automatically updates when you're paid.

 

If you wish to apply for a QuickBooks Payments account, here's how:

 

1. Click the Gear icon at the top, then pick Account and Settings under Your Company.
2. Select the Payments tab on the left panel, then Learn More.
3. Choose Pricing Plan to submit your payments account application to us.
4. Or visit our website at http://www.payments.intuit.com/.
5. Once approved, you can now connect your Payments Account to QuickBooks.

 

 

For your reference, you can also check out this article for more information: Apply for a QuickBooks Payments account. Once done, you can now add or store your customer's credit card information. Here's a helpful article for the detailed steps: Edit a customer's credit card information.

 

That's it! Please let me know how it goes or if I can be of additional help. I'd be glad to answer should you have any follow-up questions. Take care always.