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Replying to:
Erika_K
QuickBooks Team

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Thank you for carefully reviewing the recommended steps, Tave. While using test card numbers can no longer be utilized for this purpose, we have an alternative solution.

 

Let's resolve this by creating a new customer profile and merging it with the original customer record to remove the existing account with the credit card information you no longer need. I'll outline the detailed steps below:

 

  1. Locate the Customer & leads menu and choose Customers.
  2. Hit the New customer green button.
  3. Enter the same information as the original customer account except the Payments info.
  4. Add 1 to the name in the Customer display name field.
  5. Once done, click Save.

 

Next, rename and merge the original customer account with the new one. We can complete this action by navigating to the Customers page, then:

 

  1. Select the original customer account, then Edit.
  2. Add 1 to the name in the Customer display name field.
  3. Choose Save.
  4. A prompt will appear, then hit Yes to merge the accounts.image.png

 

This action will remove the original customer account containing unneeded credit card information and will now appear in the deleted customers list. Afterward, we can now rename the merged account to the original name.  

 

Ensuring you receive comprehensive support, I’m excited to introduce QuickBooks Live Expert Assisted. This service offers personalized video chats with certified QuickBooks experts who will guide you in financial management, sales activities, and bookkeeping best practices.

 

With QuickBooks Live Expert Assisted, you can confidently manage your customers and sales activities. Connect with certified professionals for tailored guidance on mastering QuickBooks, optimizing your processes, and enhancing your financial skills.

 

To further support your customer management efforts, I've compiled some helpful resources for additional guidance and information:

 

 

I remain committed to helping you resolve any questions or challenges related to customer information management. Reply below, and I'll promptly provide the assistance you need.

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