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zoesheetmetal
March 30, 2021
Question

Deleting a customer credit card

  • March 30, 2021
  • 6 replies
  • 0 views

In Quickbooks Online, having trouble deleting/saving a non-transacting card to customer account. It does not give you the option to delete a customers credit card entirely, and when I try to save a dummy card (as per this support page) to the profile, it says "Did you enter your credit card info correctly? Make sure your credit card info is correct and try saving again" and won't let me save it.

    6 replies

    MariaSoledadG
    MariaSoledadG
    March 30, 2021

    Let's make sure that you're able to delete and save a credit card for your customers, 

    zoesheetmetal.

     

    We can perform some steps to fix this issue. There are times that the browser is full of frequently accessed page resources that cause some unusual responses. To isolate this, try logging into your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

    • Press Ctrl + Shift + N (Google Chrome).
    • Ctrl + Shift + P (Firefox).
    • Control + Option + P (Safari).

    Once signed in, go back to the Customer's profile and try deleting and saving the credit card. If it works, return to your default browser and perform a clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. However, if the issue persists, try using other supported browsers. 

     

    Please know that I'm only a few clicks away if you have any other issues or concerns about customer credit cards. I'm always here to help. Enjoy the rest of the day!

    Z
    zoesheetmetalAuthor
    March 31, 2021

    This didn't work - The problem is that I want to completely remove all cards from an account. There is no option to do this. I don't want to replace the current card with another, I just want to delete ALL cards from this account.

      A
      AileneA
      March 31, 2021

      I got you covered, zoesheetmetal.  

       

      Before you delete a card account, you may want to take note of the following: 

       

      • The account will remain inactive in QuickBooks Online.
      • QBO will make an adjusting transaction if the account has a non-zero balance.
      • You can activate the account again, however, you may need to correct the journal entries and balances.

        

      Now, when you're ready, Let me show you how to delete an account in the Chart of Accounts: 

       

      1. Click the Gear icon.
      2. Under Your Company, click Chart of Accounts. 
      3. Locate the account that you want to delete. 
      4. Tap the View register drop-down arrow, and select Make inactive. 
      5. Confirm that you want to delete the card account when prompted. 

       

      However, If this account is connected to online banking, you can refer to this article for more details: Disconnect or delete accounts connected to online banking. 

       

      That’s it. Let me know if you need anything else, I'm here to answer them and help you out. Have a good day!

      J
      John2456
      September 17, 2021

      What a joke

        A
        Altvetmed
        October 25, 2021

        I agree - this is a total joke - Qbooks changes a process and we have to do go through extra processes - 

          M
          MagNic
          February 25, 2023

          Dear HEAVEN HELP US. Quickbooks, just give the OPTION on the ACCOUNT page EDIT to DELETE the CREDIT CARD ON FILE for a customer! One and done.

            S
            scottsfirstaid
            April 10, 2023

            It should be illegal for QBO not to have an option to just delete the card information.  If a customer want's their card deleted then give us an easy way to just delete it.  If you don't have computer programers that can do this type of programing maybe you need to find someone that can. There are so many things that I dislike about QBO vs desktop.  

              L
              lakethegreat
              May 17, 2023

              I agree that QB should provide an easy way to delete a customer's credit card, but I found a different workaround that worked for me.  I use the QB GoPayments app on my phone (which is signed into my QBO account).  It is possible to delete a card from there.  Open the customer profile view in the app, click the stored card, then three-dots, Delete Card.  Refresh QBO on your computer's browser and the stored card is gone.

              Hope this helps someone else out there!

                R
                rmwTAG
                July 28, 2023

                Finally!! A recommendation that works! Thank you @lakethegreat ... deleting customer card on file through the QB GoPayments app worked!

                 

                QB/Intuit Dev Team: Why is this option not already added to QBO? Logical and necessary feature!!

                  M
                  michelleacedrum_s
                  August 9, 2023

                  I've been part of this convo for a while now and it's so ILLOGICAL that QB cannot/will not right a simple line of code that allows for a delete. In this day and age of data protection it seems that a company that stores credit card data would be willing to delete that information upon user or customer request. It's not good and QB should do better. Now they're telling us to leave a message to a different department. Why not just send this thread to that department? 

                  Why are we always fighting here on the message boards with a company that is ALWAYS begging for feedback elsewhere?

                   

                  Let's start putting this as feedback ANYWHERE it is asked - copy and paste this:
                  WE MUST BE ALLOWED TO DELETE CUSTOMER CREDIT CARD INFORMATION

                  Maybe if band together we can get it done!!

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