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Level 1

Is there a way to remove a saved credit card number from a customer's account when using Quickbooks online?

We had new users and they saved credit cards by accident, and now I can't remove them.
1 Comment
QuickBooks Team

Is there a way to remove a saved credit card number from a customer's account when using Quickbooks online?

I'm here to make sure you're able to remove the credit card number from your customer's account, @ldurand80.

 

In QuickBooks Online, deleting a credit card information is unavailable. We can update a customer's credit card information through the customer edit screen. Here's how: 

  1. From the left menu, choose Sales and then select the Customers. tab
  2. Choose the customer you want to edit.
  3. Click the Edit button on the upper right.
  4. Select the Payment and Billing tab.
  5. Select the current card number below the Preferred payment method line.
  6. Select the + Add link in the upper right.
  7. Enter the new card information, then click Save.

This overwrites your customer's saved credit card info.

 

I've also added this article that can guide you update your customer's data in QuickBooks Online: Edit customer information.

 

Don't hesitate to comment down below if you need further assistance in managing your customer's information. I'm always here to lend a helping hand. Keep safe always.

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