cancel
Showing results for 
Search instead for 
Did you mean: 
accounting@hjwat
Level 1

Our customer used to pay via CC which is saved in their customer profile. Now pay via check and the CC is no longer valid. How do I remove the CC from their profile.

 
1 Comment 1
JenoP
Moderator

Our customer used to pay via CC which is saved in their customer profile. Now pay via check and the CC is no longer valid. How do I remove the CC from their profile.

Let me help you remove the payment details in QBO, accounting@hjwat.

 

For now, there's no option to directly delete a customer's credit card on file. Although, you can edit the details and replace it with a non-transacting card number. Here's how: 

 

  1. Go to Sales menu and go directly to the Customers tab.
  2. Click the name of the customer and click Edit.
  3. Scroll-down to the Payments section.
  4. Select the credit card number under the Preferred payment method field.
  5. On the Credit Card Information window, select Add.
  6. Enter the following details:
    • Credit card number: 4111-1111-1111-1111. This is a non-transacting test card number.
    • Expiration date: Any date in the future

 

edit customer.PNG

 

e2.PNG

 

Additional details and references when receiving online payments are discussed here: QuickBooks Payments FAQ.

 

Don't hesitate to always ask questions if you still need more help. The Community wants to make sure that everything is sorted out.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us