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Level 1

Program is not saving customer credit card information

why is customer credit card information not saving
1 Comment

Program is not saving customer credit card information

Did you receive an error while adding the customer's credit card information, sales217?


You can add the payment and billing details under the customer’s profile. Here's how:

  1. Click Sales on the left pane.
  2. Select Customers.
  3. Select the customer from the list.
  4. Click Edit in the upper right hand of the screen.
  5. Choose the Payment and Billing tab.
  6. Pick your Preferred payment method and click the Enter credit card details button.
  7. Enter the credit card information.
  8. Hit Save, then Save again on the Payment and Billing tab.

After saving, you can only view the last 4 digits of the card number. For more information, refer to this article: Edit a customer’s credit card information.


I'm here if you have further questions about saving customer information here in QuickBooks.

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