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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Sherrie_F
QuickBooks Team

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Let's work together in managing your customers' credit card information, Sarah.

 

Firstly, you have to connect your QuickBooks Payments account to your QuickBooks Online (QBO) account so that you can open your customer profile and add their credit card information. This way, your customer can pay you online.  

 

Here's how:

 

  1. On the upper right corner, look for the Gear icon.
  2. Select Account and Settings.
  3. Click the Payments tab.
  4. Choose either QuickBooks Payments or Existing account.
    • In the Existing account section, select Connect or Link Merchant Service.
    • In the window, select the QuickBooks Payment account you want to connect. Then select Connect.
  5. Review the account info and make sure it's accurate. If everything looks good, select Connect.
  6. When the connection is finished, sign out and sign back into QuickBooks Online for the changes to take effect.

 

You can check this out for a more detailed information: Connect your QuickBooks Payments account to QuickBooks Online.

 

Once done, you can now add your customer's credit card information to their profile and I'd be glad to show you how:

 

  1. On the left navigational panel, look for the Sales tab.
    Capturex.PNG
  2. Select the Customers tab.
    Capturexx.PNG
  3. Locate and select your customer. 
    Capturexxx.PNG
  4. Click Edit.
    Capturexxxx.PNG
  5. In your Customer profile, select the Payments tab.
    Capturexxxxx.PNG
  6. Choose Credit Card from the Preferred payment method dropdown menu.
    Capturexxxxxxx.PNG
  7. Enter the needed information and click Save when done.
    Capturexxxxxxxxx.PNG

     

Additionally, I've added some helpful resources you can browse for you to be able to process a credit card payment from your customers:

 

 

Keep me posted if there's anything else you need further assistance with when managing credit card information. I'll make sure to provide the best help, so you can keep your business going. Stay safe, and have a great day ahead!

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