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.

This problem is persisting, but Quickbooks Technical support will only email me a link to an article about where to enter the customer's credit card info. Not helpful if the program will not save it. Please advise

Let me walk you through successfully saying your customer's credit info, music7.

Before anything else, I'd like to clarify if you see an error when trying to save the credit card? It will help me give you the correct steps on how to take care of your customer's profile.

When adding a customer's card information, Intuit will perform a quick validation on the card. This can result in the cardholder seeing a $0.00 authorization on their account. In the event the validation fails, you will receive a message that the card is unable to be saved at this time. You will want to request another form of payment from your customer.  

We can perform some troubleshooting steps so you can load and save your entry. There are times that the browser stores frequently accessed data, thus causing websites, like QuickBooks Online (QBO), to act weirdly. Let's try logging in to your QBO account using a private. To use a private browser here's how:   

• Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox.
• Press Command + Shift + N for Safari.

Once logged in, go back and try to open and save your customer's credit card details. If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

If the issue persists, I suggest creating a new dummy customer profile and enter the credit card information from there. Once you're able to save it, you can merge the two customer info. 

You can also read this article to learn more about how to handle customer payments: Take and process payments in QuickBooks Online.

I'll be around in case you need further assistance. Post a question below if you have any, and I'll be sure to get back to you. 

This is happening to me as well. I spent hours on the phone with customer service last month trying to resolve this issue, only to be taken to merchant processing center to eventually push the transaction through. That is a fine workaround to receive payment, but not in the longterm when I process all my other customers' payments from their profiles without any issue. I am so frustrated that I am considering changing to a new payment processor. 

Let's work together in managing your customers' credit card information, Sarah.

Firstly, you have to connect your QuickBooks Payments account to your QuickBooks Online (QBO) account so that you can open your customer profile and add their credit card information. This way, your customer can pay you online.  

Here's how:

1. On the upper right corner, look for the Gear icon.
2. Select Account and Settings.
3. Click the Payments tab.
4. Choose either QuickBooks Payments or Existing account.
   • In the Existing account section, select Connect or Link Merchant Service.
   • In the window, select the QuickBooks Payment account you want to connect. Then select Connect.
5. Review the account info and make sure it's accurate. If everything looks good, select Connect.
6. When the connection is finished, sign out and sign back into QuickBooks Online for the changes to take effect.

You can check this out for a more detailed information: Connect your QuickBooks Payments account to QuickBooks Online.

Once done, you can now add your customer's credit card information to their profile and I'd be glad to show you how:

1. On the left navigational panel, look for the Sales tab.
   
2. Select the Customers tab.
   
3. Locate and select your customer. 
   
4. Click Edit.
   
5. In your Customer profile, select the Payments tab.
   
6. Choose Credit Card from the Preferred payment method dropdown menu.
   
7. Enter the needed information and click Save when done.
   

    

Additionally, I've added some helpful resources you can browse for you to be able to process a credit card payment from your customers:

• Take and process payments in QuickBooks Online with QuickBooks Payments.
• What to do if your customers can't pay their invoices online.

Keep me posted if there's anything else you need further assistance with when managing credit card information. I'll make sure to provide the best help, so you can keep your business going. Stay safe, and have a great day ahead!

The problem is all the QuickBooks responses keep sending us to where to enter it. We do all the steps and then this happens:

Did you enter your credit card info correctly?

I appreciate you for following the steps provided by my colleagues above, Makfan64. Let me route you to our support team about saving the credit card information in QuickBooks Online.

Before doing so, I suggest contacting your client to verify the details provided are a credit card number. The info entered may not match what the bank has on file.

Please know that when you add a customer's card information, Intuit will perform a quick validation to confirm the card's validity. This validation may result in a temporary $0.00 authorization appearing on the cardholder's account. If it fails, you'll receive a message indicating that the card cannot be saved at this time. In this case, you'll want to request a different form of payment from your customer.

On the other hand, if you've already performed the troubleshooting steps above and verified the card, let me direct you to our QuickBooks Online Support team. This way, they can review and investigate your account further. 

Here's how:

You can reach them through these steps:

1. Log into your QuickBooks account.
2. Click the Help option in the upper-right corner.
3. Tap the Contact Us button.
4. State your concern in the box.
5. Lastly, press Have us call you.

If you need to assign types of customers, see the steps outlined in this article: Set up and assign customer types in QuickBooks Online.

Please feel free to share a comment below if you have any concerns regarding the transaction list by customer report or any other QBO-related issues. We are always here to assist you.

I suspect the card number or expiration date is bad, and the client is being insufferable about the situation. "I'm too busy, I don't have time for YOUR mistakes, blah, blah, blah." I'm 90% sure we'll eat the charge at this point.