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BAMBAM55
June 6, 2024
Question

QuickBooks Payments

  • June 6, 2024
  • 2 replies
  • 0 views

A customer has asked us to run his credit card for him - he pays via QuickBooks payments. Can we do this?  TIA

2 replies

Candice C
Candice C
June 6, 2024

Good morning, @BAMBAM55. 

 

Congrats on making your first post here in the Community! 

 

You can easily charge a customer's credit card with QuickBooks Payments through these steps: 

 

If you sent a customer an invoice but they wish to pay in person, ask them to follow the link in the email and finish paying for the invoice online.

Or process the payment for them and match it to their existing invoice:

 

  1. Select + New. Then, choose Receive payment.
  2. From the Customer ▼ dropdown, pick a customer or + Add new.
  3. In the Payment Date section, select the payment date.
  4. Enter the reference no. and the amount received.
  5. Tap the Deposit to ▼ dropdown, then choose a deposit account where you want to record the payments.
  6. Click the Payment method ▼ dropdown, then pick the payment method your customer used.
    Note: If your customer pays with a  credit card and you have a card reader, select Enter credit card details. Then, hit Swipe card.
  7. In the Outstanding Transactions section, press an open invoice to apply the payment.
    Note: To receive a partial payment, enter the amount your customer paid in the PAYMENT field.
  8. Pick Save and close or Save and new.

 

Review this guide for additional details: Receive and process payments. 

 

If you have any trouble along the way, don't hesitate to reach back out. Have a wonderful day! 

B
BAMBAM55Author
June 6, 2024

Where would I find his credit card info?  

C
CharleneMaeF
June 6, 2024

Processing payment on time is essential to maintain a healthy cash flow and keep your record accurate, BAMBAM55. I'm here to help you achieve this in QuickBooks Payments.

 

When you save a customer's credit card information, you can start processing payments. The amount will be automatically deducted from their registered account. For the detailed steps, please see this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

Please note that you can only view the last four digits of the credit number. It ensures that sensitive financial data remain secure and protected.

 

If you haven't added the credit card details, I suggest contacting your customer to ask for the info. Then, follow the steps below to save it to their profile:

 

  1. Go to the Sales menu and then click the Customers tab.
  2. Select your customer and hit Edit.
  3. In your Customer profile, select the Payments and billing tab.
  4. Choose Credit Card from the Preferred payment method drop-down menu.
  5. Enter the needed information and then click Save. 

 

Once done, Intuit will perform a quick validation on the card. Make sure the digits are correct so that the info will be saved.

 

Alternatively, your customer can save the details to be pre-populated for future online payments. They can tick the Save payment method for next time (sign in or create an account to save) box when paying the e-invoice.

 

Additionally, I'm adding these articles to help manage your customer’s card details in QuickBooks Payments to ensure your record on file is updated and correct to avoid issues:

 

 

I'm just a comment away if you need further assistance entering your other customer information, accepting payments, or managing your sales transactions. Don't hesitate to post here again by replying to this thread or starting a new one.

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