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K
KSMiller
November 19, 2023
Question

How can I remove a credit card from a customers account?

  • November 19, 2023
  • 1 reply
  • 0 views
In QBO, there is only an option to add a credit card. A customer switched payments from a credit card to a check. Despite saving the check as the preferred payment method, we have several instances where the Credit Card is charged. We must have a way to remove the credit card from their account.

1 reply

G
GlinetteC
November 20, 2023

I appreciate your sharing your issue with us, KSMiller.

 

I have the necessary information to ensure that your credit card will no longer be charged in the future.

 

You can turn off the Credit Card for Online Payments by unchecking the box under Edit payment methods within your invoice. Doing this will disable the credit card from being charged.

 

I've attached screenshots of the new invoice layout and the old one for your visual reference.

 

In addition, I'm attaching an article that provides instructions on generating customer statements to show summaries of their invoices, payments, credits, and outstanding balances: Create and send customer statements in QuickBooks Online.

 

If you have any further questions or require assistance managing invoices and any other task of QuickBooks, please don't hesitate to add them below. I'll be here to lend a hand.

K
KSMillerAuthor
November 20, 2023

Thank you for your reply. Once we add a credit card, or multiple credit cards to a customer record, you cannot delete them. To avoid someone billing to the credit card, we want to deactivate it or delete it. The attached is the edit function on a customer account. From this view, you can only edit or add a credit card but you cannot delete the credit card.

J
JuliaMikkaelaQ
November 20, 2023

Thanks for getting back and providing additional updates on your concern, @KSMiller. I'll take care of this issue for you.

 

In this situation, you're unable to delete a customer's credit card information. What you can do is edit and replace it with a non-transacting card number. This will overwrite your customer's saved credit card information and stop charging the card. Here's how:

 

  1. Click on the Customers & leads, then select Customers.
  2. Select the customer name, then click the Edit button.
  3. Go to the Payments section.
  4. Under the Preferred payment method field, select the credit card number.
  5. On the Credit Card Information window, select Add.
  6. Change the Credit card number to something like 4111-1111-1111-1111.
  7. Enter any date in the future as the expiration date.
  8. Click Save.

 

Another option you can do is merge the customer accounts. You can use an account that doesn't have credit card information and merge it. 

 

First, you need to create a new customer account. To do so, you can follow the steps below:

 

  1. Click on the Customers & leads, then select Customers.
  2. Select New customer.
  3. Enter the same information as the original customer account except the Payment and billing information.
  4. Add 1 or other identifier to the name in the Display name field.
  5. Select Save.

 

The next thing to do is rename and merge the original account to the new one. Here's how:

 

  1. Select the original customer account, then click Edit.
  2. Add the same identifier you added on the new account to the original one.
  3. Select Save.
  4. A confirmation prompt will pop up, then select Yes to merge the account. 

 

Lastly, you can rename the merged account to the original one by removing the identifier.

 

In addition, you can record payments manually to connect them with the invoices to balance your account.

 

Keep me posted if you need further assistance managing your payment options in QuickBooks. I'll be here to provide you with the support that you need. Take care and have a great day!

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