Is there a way to LIST the customers who have stored credit cards?

Hello there, accounting@somdf.

I'll help you remove a credit card information of a customer.

If you have QuickBooks Payments, you cannot remove credit card information. However, you can edit them and replace them with a non-charging account.

Here's how:

1. From the left menu, choose Get Paid & Pay or Sales, and choose Customers.
2. Click the customer name to open the profile, then Edit.
3. Scroll down to the Payment and Billing tab.
4. Choose the credit card number under the Preferred payment method field.
5. On the Credit Card Information window, click Add.
6. Edit the following:

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

You can also read this article for the detailed steps: Delete your customer’s credit card number.

To know which customers have a payment method or credit card details saved, you can run a Customer Contact List Report. Customize the report to add columns for Credit Card number and Payment Method before running it. 

Additionally, here is an article you can refer to if you want to inactivate a customer: Add and manage customers in QuickBooks Online.

Feel free to click the Reply button below if you have questions about managing customers in QuickBooks Online. I'm always here to help. Have a great day.

I really am not sure how to word my question, so that people will understand what I am asking.  I know how to remove the data.  What i don't know is how many of my 2500 customers has a stored credit card.  That is what I am looking for. Not how to change it, but who I could possibly remove.

Hi there, accounting@somdf.

Thank you for getting back to us and giving us more information about your concern. I modified my previous post to share information about looking for customers on your list who have credit card information saved.

Additionally, if you want to export your report to excel, refer to this article: Export reports, lists, and other data from QuickBooks Online. This way, you can easily look for the names who have credit card details and manually remove them from their profile.

Let me know if you need further assistance in managing customers. I'm always here to help. Have a great day.

I tried the dummy card number as shown and QBO does not accept it.

Thank you for carefully reviewing the recommended steps, Tave. While using test card numbers can no longer be utilized for this purpose, we have an alternative solution.

Let's resolve this by creating a new customer profile and merging it with the original customer record to remove the existing account with the credit card information you no longer need. I'll outline the detailed steps below:

1. Locate the Customer & leads menu and choose Customers.
2. Hit the New customer green button.
3. Enter the same information as the original customer account except the Payments info.
4. Add 1 to the name in the Customer display name field.
5. Once done, click Save.

Next, rename and merge the original customer account with the new one. We can complete this action by navigating to the Customers page, then:

1. Select the original customer account, then Edit.
2. Add 1 to the name in the Customer display name field.
3. Choose Save.
4. A prompt will appear, then hit Yes to merge the accounts.

This action will remove the original customer account containing unneeded credit card information and will now appear in the deleted customers list. Afterward, we can now rename the merged account to the original name.  

Ensuring you receive comprehensive support, I’m excited to introduce QuickBooks Live Expert Assisted. This service offers personalized video chats with certified QuickBooks experts who will guide you in financial management, sales activities, and bookkeeping best practices.

With QuickBooks Live Expert Assisted, you can confidently manage your customers and sales activities. Connect with certified professionals for tailored guidance on mastering QuickBooks, optimizing your processes, and enhancing your financial skills.

To further support your customer management efforts, I've compiled some helpful resources for additional guidance and information:

• Fix customer's declined credit card payments
• Manage outstanding balances for customers and vendors in QuickBooks Online

I remain committed to helping you resolve any questions or challenges related to customer information management. Reply below, and I'll promptly provide the assistance you need.

does anyone know how to oull the same Customer Listing if using Enterprise?  I only need to see the Customer / Job that has the Credit card field being used.  We have over 8000 and we are unable to archive our database due to expired credit card errors, however we have no idea which ones.  Unfortunately, in the customer list reports, the option to add a field either for "Credit Card" or "Exp. Date" is not a field we can find.  Any other suggestions on how to pull who has info prefilled on their account?  We have not used this field for over 9 years so everyone with info will be expired and it is possible, the Customer/Job is listed as inactive.

If you could, please avoid offering suggestions on ways around as QB Level III Support has been troubleshooting backdoor options for over 12 months now and it still comes down to removing any Customer/Job that was an expired Credit Card listed in ther setup.  Thanks Kindly QB Community support team.

At the moment, QuickBooks Enterprise does not have a default report option that includes the "Expiration Date" fields, Nikki. Allow me to suggest an alternative approach that you can integrate into your reports.

The limited visibility of the "Expiration Date" field is a security measure to protect sensitive payment information, ensuring data confidentiality in certain reports. However, you can manually review your customer's information to access their credit card details.

I recommend that you submit a request directly to our software development team. This personal approach allows them to take your suggestions into account for potential enhancements in future updates.

Here's how to provide feedback:

1. Navigate to the Help option.
2. Choose Send Feedback Online.
3. Select Product Suggestion from the menu. A pop-up window will appear.
4. Enter your feedback or suggestions in the provided space.
5. Click on the Send Feedback button to submit.

For more detailed guidance, please refer to this article: Give feedback on QuickBooks products and services.

Additionally, you can find this article helpful for learning how to modify reports in QuickBooks Desktop (QBDT): How to Customize Reports.

I am always here if you have questions or concerns about managing your reports in QBDT. You can visit our Community Forum and comeback to us by clicking the Reply button below, and I will assist promptly.