I have a customer who wants to use two different credit cards depending on the type of invoice. Can I set 2 cards and specify which to use for which invoice?

Hi there, @douglerner.

I will provide you with information about using two different credit cards based on the type of invoice.

Currently, QuickBooks Online does not offer the option to set up two credit cards that are specific to each invoice. Only one credit card can be added to each customer profile in QuickBooks at this time. 

You can only choose how to receive payment on each invoice you send. Any changes made to one invoice will only apply to that particular invoice and will not affect the company's preferences. 

Moreover, here's an article on how to receive and record invoice payments. Also, how to automatically record deposits and fees deducted from your QuickBooks Payments transactions: 

• Record invoice payments in QuickBooks Online
• Record payments deposits and fees in QuickBooks Online

Please don't hesitate to reply if you have other questions or clarifications about managing your invoices in QuickBooks Online. Have a fantastic day ahead!

Thanks for your reply.

Since only one credit card can be used per customer profile can I do the following somehow?

(1) Duplicate the customer profile (including old invoices).

(2) Then just set one profile to one credit card and the other profile to a 2nd credit card for different invoices?

Thanks,

doug

I appreciate your prompt response, douglerner. I've got additional input to help you track customer sales and payment transactions in your file.

In QuickBooks Online, tracking and recording financial entries accurately is crucial to ensure accounting workflows and balances of your business are correct. You can consider creating a new sub-customer profile (Customer 2) and enter a unique name for this customer. Then, utilize the same information with the parent customer (Customer 1) and make sure not to link or bill the sub-customer to the parent profile. This way, entered amounts on your transactions won't show both charges on the same invoice.

Please keep in mind that doing this process requires additional guidance from your accounting professional to ensure all transactions are accurately tracked and recorded. 

To guide you through the process, refer to the steps below:

1. In your QBO account, go to Sales and click Customers.
2. Choose the specific customer.
3. From the Customer Details tab, click Edit.
4. Check the Is a sub-customer box, and select the parent customer. Then, make sure to uncheck the Bill parent customer option.
5. Enter and review all other details and hit Save.

Once everything looks good, you may want to track and enter customer-paid invoices and run specific reports to help review your business finances.

I'm always ready to back you up if there's anything else you require additional assistance with when managing customer sales and payment transactions. Just let me know anytime on this thread. Keep safe and have a good one!

@douglerner 

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