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Replying to:
Ethel_A
QuickBooks Team

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Hello there, accounting@somdf.

 

I'll help you remove a credit card information of a customer.

 

If you have QuickBooks Payments, you cannot remove credit card information. However, you can edit them and replace them with a non-charging account.

 

Here's how:

 

  1. From the left menu, choose Get Paid & Pay or Sales, and choose Customers.
  2. Click the customer name to open the profile, then Edit.
  3. Scroll down to the Payment and Billing tab.
  4. Choose the credit card number under the Preferred payment method field.
  5. On the Credit Card Information window, click Add.
  6. Edit the following:
  • Credit card number: 4111-1111-1111-1111. It is a non-transacting test card number.
  • Expiration date: Any date in the future

 

You can also read this article for the detailed steps: Delete your customer’s credit card number.

 

To know which customers have a payment method or credit card details saved, you can run a Customer Contact List ReportCustomize the report to add columns for Credit Card number and Payment Method before running it. 

 

Additionally, here is an article you can refer to if you want to inactivate a customer: Add and manage customers in QuickBooks Online.

 

Feel free to click the Reply button below if you have questions about managing customers in QuickBooks Online. I'm always here to help. Have a great day.

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