Hello there, @CESChicago.
We recognize that collecting your customers' card information for future use through invoices can help streamline your workflow. However, this feature is currently unavailable in QuickBooks Online (QBO).
Alternatively, you can use a third-party app to do the task. To find one, you can follow these steps:
- From the left menu, select Apps.
- Go to the Find apps tab.
- Type any keyword in the search bar or select the Browse category dropdown menu to explore different apps.
Moreover, you can set up Autopay for recurring invoices, so you no longer have to keep track of your customers' payment information.
To help improve your experience with QBO, your valuable feedback goes directly to our product development team for review and consideration. Here's how to send it:
- Go to the Gear icon and choose Feedback.
- Enter your comments or suggestions.
- Click Next to submit.
In case you want to create templates for recurring transactions, you can check out this article for guidance: Create recurring transactions in QuickBooks Online.
Should you have any other concerns besides collecting your customer's card information, feel free to leave a reply. We're here to help in any way we can. Stay safe!
