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May 2, 2024
Question

Is there any way to tell when a credit card for a customer was added? I don't see this in the Audit Log. Thank you for your help.

  • May 2, 2024
  • 1 reply
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1 reply

May 2, 2024

Hello there, lindacoors.

 

I understand the importance of tracking when a customer's credit card is added to QuickBooks Online (QBO). Currently, this specific option is unavailable within the QBO platform.

 

Also, you can monitor changes to customer records using the Audit Log feature. It allows you to see when customer information has been edited, including changes to payment methods. However, it doesn't provide granular details about the updated data.

 

Although the Audit Log doesn't provide detailed information about each change, it provides a valuable tool for tracking modifications made to customer records over time. If you want specific details about the modifications made, you may want to manually review the customer's profile or contact them directly for clarification.

 

We understand your need for functionality and would love to hear your thoughts about your experience by sending us feedback on your QuickBooks Online company. It enables our product developers to consider adding it in the future.

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

  

I'm also adding this resource to help personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. This way, you'll have attractive, professional-looking customer forms.

 

Keep me posted if you have additional questions about managing customer information. I'll be around to help you again. Take care!