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September 19, 2024
Question

Customer credit card options

  • September 19, 2024
  • 1 reply
  • 0 views

I would like to do a mass removal of one specific credit card for customers to pay with. Is there a way to do this?

1 reply

September 19, 2024

I'll provide a way to remove the credit card payment option for your customers, @Carols1.

While there's no direct option to remove the credit card as a payment option for your customers, you can select an alternative payment method individually instead. 

Here's how:

 

  1. From the left menu, select Customers & leads.
  2. Proceed to the Customers page.
  3. Select a customer from the lists.
  4. Click on Edit.
  5. Scroll down and stop at the Payments section.
  6. Nominate another mode from the Primary payment method drop-down lists. 
  7. Once done, click Save.
     

 

Repeat the steps with the rest of your customers. 

Additionally, if you wish to track your customer's payments effectively, check out this article: Record invoice payments in QuickBooks Online.

If you need further assistance with removing a payment option in QBO, please add them in the comments below. Our team is always ready to help and ensure that you get the best resolution possible. Have a good one.