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February 3, 2020
Question

Turn off autofilling credit card information in QuickBooks Online

  • February 3, 2020
  • 1 reply
  • 0 views

Whenever I create an order and use a credit card, it autofills that number and retains it for the next time I want to use that member. I can't find a way to stop this.

1 reply

February 3, 2020

We can remove the preferred payment method on the member (customer) profile, CentralOfficeBookstore

 

This will just prevent the information from automatically filling out the customer's payment method when creating an order. 

 

Here's how: 

  1. Go to the Sales menu and click Customers.
  2. Select the customer's name.
  3. At the upper-right, click Edit
  4. From the Customer information window, click the Payment and billing tab. 
  5. Remove Credit Card as the Preferred payment method
  6. Click Save

You can track your sales by pulling up the Sales by Customer Detail report with the Payment Method in it. This reference will help you in customizing your report

 

I'll be here if you need anything else. Thanks!

February 3, 2020

Thanks Catherine, however, we've done that but when we select that customer again the same credit card info that was deleted once again populates. Does this information also get stored someplace else beside the customer record?

IamjuViel
February 3, 2020

Hello, @CentralOfficeBookstore.

 

With QuickBooks Payments, deleting your customer's credit card information permanently is not possible. What you can do is to manually edit the information. You have two options to do it.

 

  • Replace with a non-transacting card number

  • Merge with a customer account without credit card info

You can browse this article for more detailed steps: Delete your customer’s credit card number.

 

Drop your comments below if you have other questions about managing your customer's information. I'm just a few clicks away.