If I run the Client Contact List and include CC Expiration field, the date on the list of often incorrect. I waste hours checking unbilled clients to find exp CCs. Why?

Thanks for posting in the Community, @cchills.

We haven't received any reported cases similar to this. As an initial troubleshooting step, try logging into your QuickBooks Online (QBO) account using a private browser (incognito). There are times that the browser is full of frequently accessed page resources, causing some unusual responses.
 
Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once signed in, pull up the Client Contact List report again to double-check.

If the dates are now correct, return to your default browser and perform a clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. However, if the issue persists, try using other supported browsers.

Just in case, I'll add this article for future reference: Customize reports in QuickBooks Online.

Please know that I'm only a few clicks away if you have any other issues or concerns. I'll be happy to help. Have a great day! 

I tried logging in with a private browser and got the same result.  For many clients, the report gives old expiration dates with current credit card numbers.  For example, I have a client with a card that expired 12/19.  Yesterday, he gave me a new card with a new expiration date.  Today, when I run the Client Contact Report (in private mode), I get the correct new credit card# with the old card's 12/19 expiration date.  If I open the client's record and look at the credit card information, I see the new number and the new expiration date. 

The Client Contact Report is the only way I know of to see CC Expiration dates.  But, your report isn't working correctly.

C

Good morning, @cchills. 

As mentioned by my colleague above, there aren't any reported cases for this concern. I recommend contacting our support team to open a ticket so our product engineers can investigate this issue and its strange behavior. Once the ticket is open, you'll receive email updates periodically and will be notified once a resolution has been posted. I've included the steps below to contact our technical support team. 

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Hit Contact Us to connect with a live support agent.

Please don't hesitate to let me know if you have further questions or concerns. I'll be here to back you up every step of the way. You can always reach out to the Community for help anytime you need it. Take care and enjoy the weekend! 

I'm having the exact same problem! The CC expiration date on a contact list report doesn't match the expiration date in the payment and billing section of the customer's member details.

Hello there, @lbrenner.

I'm here to ensure that all the credit card expiration on the contact list report will match accordingly from the details that you have on the payment and billing section.

To get this issue sorted out, I recommend performing the troubleshooting steps presented by my peer, KarenEdithL above if you haven't done so.

However, if doing this doesn't make a difference, I suggest contacting our Customer Care Team. They have the tools to further isolate this matter to determine its roots cause. They can also open an investigation ticket if necessary.

To add up here are some links that you can check out, in case you need help with modifying or eliminating customers' billing information in the system:

• Edit a customer's credit card information
• Delete your customer’s credit card number

Know that you can always visit the Community, if you have any other concerns. I'm here to address them for you. Have a good one!

Once again, you're offering work-arounds for reports that don't work or don't help us do our jobs. 

If I run a Client Contact List and include the Credit Card # and CC Expires fields, some clients have credit card numbers with blank CC expiration dates and upon review, some expiration dates that are incorrect for the credit  card number on the report.  I don't have time to research which aren't correct to go delete and re-enter credit card numbers.  Not to mention that I don't keep paper copies of credit card numbers on file for security reasons. 

All we want is are report that ACCURATELY reports clients with current credit card expiration dates so we can identify clients we need to contact to obtain updated credit card information. 

I know that this hasn't been easy for you and your business, cchills.

Performing the initial troubleshooting steps is a good start to isolate the issue since we're doing processes that will help determine if it's a browser-related issue. 

I'll make sure that this will be taken care of. That being said, I'd want to have a go at helping you through phone or chat. This way, we'll be able to pull up your account in a secure session and run a series to of tests to rectify the underlying issue.

Before doing so, please check out our support hours to ensure that we address your concerns on time. Here's how to connect with us:

1. Click the Help icon.
2. Select Contact Us.
3. Enter "Incorrect dates on my Client Contact List" in the description, then click Let's talk.
4. Choose Get a callback.

Check out this article that will help you in designing and personalizing your reports: Customize reports in QuickBooks Online.

I also encourage memorizing your customize reports to save its current customization settings.

I'll be right here to continue helping if you have further questions about reports or any other concerns. Feel free to tag me below.

I performed the troubleshooting steps on 3/27/20 - look back up at the beginning of this thread.  It didn't make a difference.