Thank you for your response AddieB, but you have been misinformed. We have been using the Canadian desktop version for a decade now and it was only last year that they took CC processing out of the application and made us use a 3rd-party portal. We used to enter all the data and payment info into QB and check the box for 'Process Credit Card When Saving'. It would then automatically process the CC. If that was a portal, it was built into QB and did not require anything additional to be done.
The only CC info we have in QB now is almost a decade of clients up to the point of the switch. I can't imagine manually deleting payment data from every individual client. And I hope no one suggests that the only alternative is to build a new file for a fresh start.
