Adding your customers' credit card information is easy, @gsooffice.
You'll want to open your customer profile and add their credit card information from there. Before doing so, connect your payment account to your QuickBooks Online (QBO) account. This way, your customer can pay their invoice online. Let me guide you through the steps.
In your QBO account:
- Go to the Gear ⚙ icon.
- Select Account and Settings.
- Click the Payments tab.
- 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.
- Review the account info and make sure it's accurate. If everything looks good, select Connect.
- When the connection is finished, sign out and sign back into QuickBooks Online for the changes to take effect.
Here's an article you can read for more detail: Connect your QuickBooks Payments account to QuickBooks Online.
Once done, you can now add your customers' credit card information to their profile. You can refer to these steps below.
- Go to the Sales menu.
- Click the Customers tab.
- Locate and select your customer.
- Click Edit.
- In your Customer profile select the Payments and billing tab.
- Select Credit Card from the Preferred payment method drop-down menu.
- Enter the needed information and click save when done.
I got you these great articles that you can read as a reference in processing a credit card payment from your customer:
I'm always around to help you anytime. Tag me in if you have other concerns. Have a great day!
