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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Angelyn_T
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Hi, John.

 

It's nice to have you here on the Community page. I'm here to help you delete your customer's banking information in QuickBooks Online (QBO).

 

You have two options to delete the customer's bank information in QuickBooks. First, replace the number with a non-transacting card number. Second, merge the customer to the customer account without credit card details. At this time, deleting the bank or credit card information for customers is not yet an option in QBO, you can only edit them.

 

Here's how to replace the bank information with a non-transacting card number.

 

  1. Open QuickBooks
  2. From the left menu, select Sales, then Customers.
  3. Select the customer name, then Edit.
  4. Go to the Payment and billing tab.
  5. Select the credit card number or bank under the Preferred payment method field.
  6. On the Credit Card Information window, select Add.
  7. Change the following:
    • Credit card number: 4111-1111-1111-1111. This is a non-transacting test card number.
    • Expiration date: Any date in the future.

 

The changes will overwrite your customer's saved bank details.

 

On the other hand, here's how you can merge the information with another customer.

 

For more tips about handling your sales and customer's transactions in QuickBooks, you can open the topics from this link:

 

If you have any other follow-up questions about handling your customers in QuickBooks, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

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