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carol20
Level 3

How do I turn off the NEW default that saves credit card information in a customer profile in QBO / QB Payments?

Just today, Quickbooks Online started saving credit card information in customer profiles. I do not want to store that information for liability purposes. Also, I have a Cash Customer set up for one-time purchases, etc. I enter those transactions made by many different people under this customer. Therefore, many different credit cards and forms of payment are used to pay for those transactions. Not all of the credit card payments we receive are run through Quickbooks Payments. We use another merchant service that is used for many of those payments. Until today, those payments got entered in Quickbooks without entering any card info; just the card type was entered. Now, however, anytime Visa is selected as the payment method, someone else's credit card information displays. I changed the preferred payment method to Cash in an attempt to fix this, but that didn't work. In addition, when any credit card payment is entered for Cash Customer, it is automatically assumed to be a QB payment when it is not. Can this feature be turned off?

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