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FritzF
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Thanks for joining this conversation, @Rockies.

 

Allow me to step in for a moment and share some additional insights about adding customer's credit card information in QuickBooks Online (QBO).

 

Currently, QBO will only allow you to store credit card information for your respective customers if you've signed up for QuickBooks Payments. Additionally, this will also gives you the ability to:

 

  • Take a credit card or bank transfers.
  • Accept payments through QuickBooks, emailed invoices, and mobile.
  • QuickBooks automatically updates when you're paid.

 

If you wish to apply for a QuickBooks Payments account, here's how:

 

1. Click the Gear icon at the top, then pick Account and Settings under Your Company.
2. Select the Payments tab on the left panel, then Learn More.
3. Choose Pricing Plan to submit your payments account application to us.
4. Or visit our website at http://www.payments.intuit.com/.
5. Once approved, you can now connect your Payments Account to QuickBooks.

 

 

For your reference, you can also check out this article for more information: Apply for a QuickBooks Payments account. Once done, you can now add or store your customer's credit card information. Here's a helpful article for the detailed steps: Edit a customer's credit card information.

 

That's it! Please let me know how it goes or if I can be of additional help. I'd be glad to answer should you have any follow-up questions. Take care always.

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