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Level 1

I need to remove a cc from a clients account, it will not let me remove or edit?

How do I remove or edit a cc on a clients account?
3 Comments
QuickBooks Team

I need to remove a cc from a clients account, it will not let me remove or edit?

Hello there, @kari-niemi.

 

Let me share some information about your customer’s credit card information.

 

 In QuickBooks Payments, you can’t delete your customer’s credit card information. If your customer is no longer doing business with you, you can follow the steps below to avoid charging your customer’s credit card. 

 

Here’s how:

 

  1. In your QuickBooks Online account, select the Sales menu. Then, click the Customers tab.
  2. Click the customer name, then Edit.
  3. Go to the Payment and billing tab.
  4. Select the credit card number under the Preferred payment method field.
  5. On the Credit Card Information window, change the credit card number to 4111-1111-1111-1111. It is a non-transacting test card number and fills up any date in the future for the expiration date.
  6. Once completed, click Save.

 

 

You can also use this article for other ways of editing your customer’s credit card: Edit customer’s credit card information.

 

 

If you require any further information, let me know in the reply section below. I'll be glad to help in any way I can. Take care and have a wonderful day!

Level 1

I need to remove a cc from a clients account, it will not let me remove or edit?

I tried the edit as instructed but it will not allow me to edit the actual cc #  se below:

 

QuickBooks Team

I need to remove a cc from a clients account, it will not let me remove or edit?

Hi there, kari-niemi.

 

I can share additional information about editing credit card information.

 

Please take note that the Edit button will only allow you to change the name of the cardholder, street address, and ZIP code. For the card number, you'll have to click the + Add link from the Credit Card Information window and then completely reenter the updated information. Here's how to do it:

 

  1. Select Sales from the sidebar menu.
  2. Go to the Customers tab.
  3. Choose the customer you want to edit.
  4. Click the Edit button in the upper right.
  5. Go to the Payment and Billing tab.
  6. Select the current card number below the Preferred payment method section.
  7. Click the + Add link in the upper right.
  8. Enter the new card number and the other necessary information.
  9. When you're done, then click Save.

I also recommend reading these articles to help better manage your customer's personal information:

 

You can leave a comment below if you have any other concerns or Payments-related questions. I'm looking forward to helping you out again.

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