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May 8, 2024
Question

Can customers add a credit card to their profile?

  • May 8, 2024
  • 1 reply
  • 0 views
Is there a link or form they can fill out?

1 reply

May 8, 2024

Hello there, Handson. I'm here to help you manage customers' credit card info in QuickBooks Online(QBO).

 

Currently, your customers don't have the option to input their credit card details directly into the system. You'll need to collect this information and manually add it to their profiles in QBO.

 

Moreover, it's only possible to include customers' credit card details in their profiles through a QuickBooks Payments account. If you haven't signed up, you may consider getting QuickBooks Payments directly from QuickBooks Online. Once you're on QB Payments, you can follow the steps below:

 

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

 

I've also added this article as a reference in processing a credit card payment from your customer: Process a credit card payment in QBO.

 

Finally, you can check out this article for more info on receiving customers' payments: Record invoice payments in QBO.

 

Feel free to come back here in the Community if you have further concerns about adding credit card information for your customer. We're always here to assist you 24/7.