I appreciate you for following the steps provided by my colleagues above, Makfan64. Let me route you to our support team about saving the credit card information in QuickBooks Online.
Before doing so, I suggest contacting your client to verify the details provided are a credit card number. The info entered may not match what the bank has on file.
Please know that when you add a customer's card information, Intuit will perform a quick validation to confirm the card's validity. This validation may result in a temporary $0.00 authorization appearing on the cardholder's account. If it fails, you'll receive a message indicating that the card cannot be saved at this time. In this case, you'll want to request a different form of payment from your customer.
On the other hand, if you've already performed the troubleshooting steps above and verified the card, let me direct you to our QuickBooks Online Support team. This way, they can review and investigate your account further.
Here's how:
You can reach them through these steps:
- Log into your QuickBooks account.
- Click the Help option in the upper-right corner.
- Tap the Contact Us button.
- State your concern in the box.
- Lastly, press Have us call you.
If you need to assign types of customers, see the steps outlined in this article: Set up and assign customer types in QuickBooks Online.
Please feel free to share a comment below if you have any concerns regarding the transaction list by customer report or any other QBO-related issues. We are always here to assist you.
