Can QuickBooks' system alert me of expired or upcoming expiration dates of customer credit cards, if so, how can I set up the notifications?

Hi there, firstchoicetrans.

Good to see you here in QuickBooks Community. I'm here to help and provide some insights about updating Customer's credit card in QuickBooks Online (QBO). 

As of now, there isn't an option to set a notification if when will be the upcoming expiration dates of your customer's credit card. For now, you can update your customer's billing information anytime to avoid any interruption when accepting credit card payments from your customer. 

While this option is currently unavailable and I can see how this feature would be helpful for you, I recommend sending feedback directly to our product developers for the future update.

Here's how you can send feedback: 

1. Click the Gear Icon.
2. Select Feedback. 
3. Click Next and choose Feedback under Category option.
4. Select Save.

For additional reference, you can check this article on how to edit a customer's credit card information.

If you need further assistance with the steps on updating customer's credit from our phone support, you can reach them through this link: Get help with QuickBooks Online.

You're always welcome to post if you have any other questions about customer's credit card. Have a great day ahead. 

Yes, having the ability to receive credit card expiry notifications, 1-2 months in advance of a credit card expiring, would be huge. 

My business is subscription-based.  I only know when a payment was missed when I see the notice after billing processes. 

My customers sign an agreement to provide 30-day advanced written notice to cancel their subscription.  Instead of abiding by these terms and conditions, customers use our services until their cc expires.  They end up getting up to a month of free services, knowing fully well that their payment information will expire. I waste time trying to track them down to collect their final payment.

If I can send a notice to customers whose credit cards will expire in 60 & 30, it would help keep things moving a bit smoother, and reduce billing time and financial loss.

Adding this feature is a great idea. I hope it gets added soon.

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@notfy customers when cc is about wrote:

My business is subscription-based.  I only know when a payment was missed when I see the notice after billing processes. 

@notfy customers when cc is about 

You should have a subscription management app to have this feature and integrate it with QBO.

Thanks for the follow-up on this matter, @notfy customers when cc is about.

We're always looking for ways to make your experience with QuickBooks more convenient and enjoyable. I'll put my best hoof forward on this and help get the most from QuickBooks Online. 

I agree that getting credit card expiry notices is a huge help. I'd recommend sending feedback again to notify our engineers about this matter. Your suggestions help us build features that benefit you and other users.

You can follow the steps provided by my colleague JanyRoseB above. The company listens to its customer base, which is why many of the program's current features were suggestions from QuickBooks' users. The company also wants to hear from you, so check out its website to vote on future ideas. To access the page, visit this link: Customer Feedback for QuickBooks.

As Fiat Lux - ASIA mentioned, you can utilize a third-party app to manage your subscription as an alternative. 

Additionally, you can bookmark these articles below on how to record payments and remove your customer's card information in QuickBooks: 

• Delete your customer's credit card number
• Record your payments to credit cards

I'm always ready to help you manage your customer's personal information or transactions. Post again anytime if you need assistance! Keep safe. 

It is absolutely insane that Intuit has not fixed this. It's been YEARS we have been requesting this. When you run the Customer Contact List report and have a column for expiration dates, some of them are missing on the report! They are not actually missing inside of QBO, they just don't show up on the report. Intuit continues to increase prices, but doesn't fix ridiculous issues such as this. Intuit needs to quit updating menu and things ProAdvisors don't care about, and start fixing ongoing issues!

I totally agree that Intuit should've figured this out by now. In the meantime, I created a work-around. I added a custom field within the customer profile that contains their CC expiration date (yes, extra work duplicating the information already contained in their profile!). On a monthly basis, I run a report of all customers and capture that custom field. I then export the report to Excel and sort it by that custom field expiration date column. I can see expired, or soon to expire, clients and can reach out to them proactively to update their credit cards.