We will share details about the downloadable QuickBooks authorization form and the process of storing credit card information within QuickBooks Desktop (QBDT), @awolney.
The authorization form acts as a record of the agreement with your customer, permitting you to retain credit card information in your QBDT company file for future transactions. Additionally, you have the option to download the authorization form from Intuit or use your company's own version of the authorization document.
Moreover, here's an article to assist you in handling bank transactions and know more about QuickBooks Payment Card Industry Data Security Standard:
Our dedicated team will be around if you need a helping hand in managing customer transactions or information inside the program. We encourage you to post here again so we can respond as soon as possible. Keep safe.
