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November 28, 2024
Question

How do I change the information that shows on a credit card charge to my clients? The company settings are not shown here. It’s showing my personal address and phone.

  • November 28, 2024
  • 1 reply
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1 reply

November 28, 2024

Let's work together to update the information on the credit charges to your clients, Todd.

 

First off,  if you're referring to the contact details that are displayed when clients pay their invoices online, here's how you can modify them:

 

  1. Sign in to your QuickBooks Payments account.
  2. Select Account, then Account Profile.



  3. Click Contact Information, then Edit.



  4. Make the necessary changes and hit Save.


Then, if you're referring to updating the billing details when a QuickBooks Online (QBO) renewal is processed, please know that the Credit Card (CC) details you enter for your account's payment method will be the information displayed on the CC charge. To ensure accurate billing, update your payment method with the correct CC info. Please refer to the steps below:

 

  1. Go to Settings and click Subscriptions and billing.



  2. Go to Payment method and hit Edit.
  3. Update the necessary information.


However, if you're referring to the details that is displayed on the client's credit card statement, please note that updating this information is unavailable through our system. You'll need to reach out to your financial institution directly.

Finally, I'll share this resource to help you set up a credit card account with multiple subaccounts: About bank or credit card subaccount setup.

If you have further questions about handling credit card info or company settings in QBO, please leave a comment. We're always ready to assist you. 

 

todd89Author
November 29, 2024

I think maybe we’re talking about different things. I’m referencing the information my client sees on their bank statement from our charges…