How to delete client's payment method?

I'll help you remove the customer's credit card information and share with you details about it, @lourdes-mustards.

Deleting a customer's credit card information is another limit in the system. While the functionality to delete the customer payment method details is unavailable, you have two work-around to remove the card information.

Please follow these solutions I've outlined below:

Solution 1: Override the customer's credit card info using a non-transaction card number

1. From the left menu, select Sales, then Customers.
2. Select the customer name, then Edit.
3. Go to the Payment and billing tab.
4. Select the credit card number under the Preferred payment method field.
5. On the Credit Card Information window, click Add.
6. Change the following:

• Credit card number: 4111-1111-1111-1111. This is a non-transacting test card number.
• Expiration date: Any date in the future.
  

Solution 2: Merge with a customer account without a credit card info

  Step 1: Create a new customer account.

1. From the left menu, select Sales, then Customers.
2. At the upper right, select New customer.
3. Enter the same information as the original customer account except for the Payment and billing info.
4. Add 1 to the name in the Display name as field.

  Step 2: Rename and merge the original customer account with the new one.

1. From the left menu, select Sales, then Customers.
2. Select the original customer account, then Edit.
3. Add 1 to the name in the Display name as field.
4. Click Save.
5. On the Please Confirm window, select Yes to merge the accounts.
6. This deletes the original customer account with the credit card info which appears in the list of deleted customers.

  Step 3: Rename the merged account to the original name.

1. From the left menu, select Sales, then Customers.
2. Select the new customer account, then Edit.
3. Remove 1 from the name in the Display name as field.
4. Click Save.

If you need to use a different card, you can edit the information to the new one. I've added an article as your reference for a thorough process: Edit customer's credit card information.

Please comment below if you have other concerns about deleting or updating a customer's payment method information. I'm always here to help manage your customers in QuickBooks. Take care always!