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R
rynophiliac
September 12, 2024
Question

if scanning a card with mobile card reader... can you save that card on file for the customer?

  • September 12, 2024
  • 1 reply
  • 0 views

if scanning a card with the mobile card reader... can you save that card on file for the customer? or does it just let you do a one time purchase with that card? 

 

I mostly use recurring sales receipts for a weekly service and save a card on file for each customer. I'd love to skip manually entering each card by just swiping into the reader and checking a box or something that says save card to customer profile.

 

 

1 reply

J
JanbonN
September 12, 2024

Hello there, Ry. I'm here to answer your card scanning and card reader in QuickBooks Online (QBO).

 

Scanning a card is a one-time action that occurs during customer payments. Bank credentials are sensitive information that needs enhanced security measures. Therefore, while your suggestion could streamline the workflow, it's currently not possible for compliance and security reasons.

 

To simplify your recurring sales receipts, you can save the payment method directly in the customer's profile. This way, you won't need to re-enter card details each time. Here's how:

 

  1. Go to Sales and select Customers.
  2. Double-click the customer to open their profile. Then click Edit.
  3. On the Customer profile page, go to the Payments tab.
  4. Select Credit Card in the Primary payment method dropdown.
  5. Enter the necessary information.
  6. Once done, click Save.

 

Additionally, you can run customer reports to get a comprehensive overview of your accounts receivable transactions.

 

Let us know if you have other concerns about scanning a card or card reader in QBO. We're here to help you in any way we can.

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