Glad to have you here on the Community page, @Dumpster Solutions.
I'll make sure you'll be able to save a clients' credit card information. Let me share some information about how QuickBooks handles your customer's credit card information.
There are two options to do it. First, you can get authorization for a recurring charge. We make it easy for you to comply with these rules by providing you with an authorization form that ensures you get the required information from your customers.
Here's how:
On the Create recurring payment screen, click the Authorization Form link.
Print the authorization form and complete the merchant sections. (You cannot complete the form online.)
It's a good idea to ask your customer what the best billing date would be for them.
Get the form (by mail, fax, or in-person) to your customer to complete and sign.
Make sure the form is complete and readable.
Check the credit card expiration date. If the card will expire soon, let your customer know you will need updated credit card information before this date.
Keep a copy of the signed form on file. In the case of a customer dispute (for example, a chargeback), you may need to provide the form to the merchant account processor.
Now you're ready to set up the recurring payment.
The second option is to open your customer profile and add their credit card information. As my colleague, BettyJaneB mentioned above.
Also, I'd recommend opening these links to learn more about managing customer's credit card information and accepting credit card payments in QBO:
Please let me know how it goes. I'll be around to provide further assistance regarding saving clients' credit card information. Have a nice day.
