Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Thank you - I ended up in a chat with QBO help agent, and we had issues following the steps you mentioned, we had the additional steps of having to move open projects/transactions to the new customer 1, then merge and remove the 1.
In case anyone else has this problem, you can't merge if the customer with wrong CC info has a "sub-customer" which in our case was the projects. Those have to be re-assigned to the new customer, then refresh your screen (or sign-out, sign back in) then try merging again.
I'm here to ensure the credit card is attached to the right customer, stephanie.
Currently, it's not possible to delete your customer's credit card information. However, we can edit and replace it with a non-transacting number, which will overwrite the saved credit card info from customer 2. Here's how:
After doing so, you can now add the credit card to the appropriate customer.
Moreover, here's a helpful resource to guide you in recording partial payment for an invoice or recording payment for a single invoice: Record invoice payments in QuickBooks Online.
Come back and send a reply below if you have other concerns about managing your customer's credit card information. Take care!
Thank you - I ended up in a chat with QBO help agent, and we had issues following the steps you mentioned, we had the additional steps of having to move open projects/transactions to the new customer 1, then merge and remove the 1.
In case anyone else has this problem, you can't merge if the customer with wrong CC info has a "sub-customer" which in our case was the projects. Those have to be re-assigned to the new customer, then refresh your screen (or sign-out, sign back in) then try merging again.
This doesn't work.
I appreciate your efforts in trying the steps provided by my colleagues above, @lvjt. Your dedication to resolving this issue is commendable.
As previously stated, deleting a customer's credit card from the Payments and Billing tab is currently unavailable. However, you can modify the information by editing the card number. This way, the system can no longer charge their card.
Here's how:
See this screenshot below as a reference.
You can check out more information in the article: Delete your customer's credit card number. This detailed guide offers two options for preventing charges to your customer's card and provides the necessary support.
Furthermore, you can check these articles whenever you have concerns about recording customer payments:
Feel free to contact me if you need help managing your customers' credit card information. I'm here to assist you whenever you need it.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here