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It's good to see you here in the Community, @sethclemons-yaho.
Let me provide insights regarding entering and saving credit card information for your customer in QuickBooks Online.
You can keep your customer's credit card information on file. However, you can only view the last 4 digits of the card number after saving it.
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) account. This way, your customer's info will be saved, and they can also pay their invoices online.
Here are the steps that you'll need to take:
- Go to the Gear ⚙ icon.
- Select Account and Settings.
- Click the Payments tab and hit on Lean more.
- You may now start your set up. Choose either QuickBooks Payments or Existing account.
- In the Existing account section, select Connect or Link Merchant Service.
- 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.
- When the connection is finished, 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 done, you can now add your customers' credit card information into their profile. You can refer to these steps below:
- Go to the Sales menu.
- 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 the needed information and click Save when done.
I got you these great articles that you can check out as a reference in processing a credit card payment from your customer:
Please let me know if there's anything else that you need. I'll be right here for you. Take care!