Is there a way to LIST the customers who have stored credit cards?

Hello there, accounting@somdf.

I'll help you remove a credit card information of a customer.

If you have QuickBooks Payments, you cannot remove credit card information. However, you can edit them and replace them with a non-charging account.

Here's how:

1. From the left menu, choose Get Paid & Pay or Sales, and choose Customers.
2. Click the customer name to open the profile, then Edit.
3. Scroll down 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. Edit the following:

• Credit card number: 4111-1111-1111-1111. It is a non-transacting test card number.
• Expiration date: Any date in the future

You can also read this article for the detailed steps: Delete your customer’s credit card number.

To know which customers have a payment method or credit card details saved, you can run a Customer Contact List Report. Customize the report to add columns for Credit Card number and Payment Method before running it. 

Additionally, here is an article you can refer to if you want to inactivate a customer: Add and manage customers in QuickBooks Online.

Feel free to click the Reply button below if you have questions about managing customers in QuickBooks Online. I'm always here to help. Have a great day.

I really am not sure how to word my question, so that people will understand what I am asking.  I know how to remove the data.  What i don't know is how many of my 2500 customers has a stored credit card.  That is what I am looking for. Not how to change it, but who I could possibly remove.

Hi there, accounting@somdf.

Thank you for getting back to us and giving us more information about your concern. I modified my previous post to share information about looking for customers on your list who have credit card information saved.

Additionally, if you want to export your report to excel, refer to this article: Export reports, lists, and other data from QuickBooks Online. This way, you can easily look for the names who have credit card details and manually remove them from their profile.

Let me know if you need further assistance in managing customers. I'm always here to help. Have a great day.

I tried the dummy card number as shown and QBO does not accept it.

Thank you for carefully reviewing the recommended steps, Tave. Having the option to remove customer credit card information is indeed important. While using test card numbers can no longer be utilized for this purpose, we have an alternative solution.

Let's resolve this by creating a new customer profile and merging it with the original customer record to remove the existing account with the credit card information you no longer need. I'll outline the detailed steps below:

1. Locate the Customer & leads menu and choose Customers.
2. Hit the New customer green button.
3. Enter the same information as the original customer account except the Payment and billing info.
4. Add 1 to the name in the Display name as field.
5. Once done, click Save.

Next, you'll need to rename and merge the original customer account with the new one. We can complete this action by navigating to the Customers page, then:

1. Select the original customer account, then Edit.
2. Add 1 to the name in the Display name as field.
3. Choose Save.
4. On the Please Confirm window, hit Yes to merge the accounts.

This action will remove the original customer account containing unneeded credit card information and will now appear in the deleted customers list. Afterward, we can now rename the merged account to the original name.  

To further support your customer management efforts, I've compiled some helpful resources for additional guidance and information:

• Fix customer's declined credit card payments
• Manage outstanding balances for customers and vendors in QuickBooks Online

I remain committed to helping you resolve any questions or challenges related to customer information management. Reply below, and I'll promptly provide the assistance you need.