Thanks for posting here in this forum, Jeff-ocens. Let me share insights when managing customer credit card information in your QuickBooks Online account.
When processing your client's credit card, modifying their information through the customer portal isn't available. They need to have a QuickBooks Account, so can save and pay their invoices online.
To do this, you can open your customer profile and add their credit card information from there. Before doing so, connect your payment account to your QuickBooks Online (QBO) file. You may refer to these steps for more guidance:
- Go to the Gear icon and select Account and Settings.
- Click the Payments tab and hit on Lean More.
- You may now start your setup. Choose QuickBooks Payments.
- 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.
- Once done, sign out and sign back into QuickBooks Online for the changes to take effect.
You can read this article for more details: Connect your QuickBooks Payments account to QuickBooks Online.
Once ready, you can now modify and update your customer's credit card information into their profile. To do this:
- Go to the Sales menu and click the Customers tab.
- Locate and select your customer and click Edit.
- In your Customer profile select the Payments and billing tab.
- Select Credit Card from the Preferred payment method drop-down menu.
- Enter all necessary information and click Save when done.
I'm including these resources to help you learn more about processing payments from your customer:
I'll keep this thread available in case you require additional assistance managing customers' credit card information and payments. Just keep me posted in the comments below and I'll ensure to back you up. Take care and have a great day ahead!
