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sarah-swiftoptim
February 25, 2023
Question

How do you add multiple credit cards to a customer payment profile?

  • February 25, 2023
  • 1 reply
  • 0 views
For example, I have someone who pays some invoices on their business card and other invoices on their personal credit card. When I "add" it doesn't actually add it to the profile, it replaces the one that's stored. Which makes me wonder what the point of the "add" is, since there's also an "edit" option.

1 reply

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QueenC
February 25, 2023

Hello there, @sarah-swiftoptim.

 

Allow me to share some additional information regarding payment methods in QuickBooks Online (QBO).

 

In QBO, the payment method indicated in the Customer Profile only shows the Primary method your customer prefers when paying. This means that when making invoices, we always have the option to choose the payment method. With this, I'd suggest selecting the payment method by putting a checkmark on either ACH or Credit Card boxes.

 

Also, if you're using QuickBooks Payments, you'll have to enter your customer's credit card credentials when processing payments for invoices. With this, you can just enter the bank credential your customer is using.

 

Additionally, in QBO, you can create templates for recurring transactions like recurring expenses. To know how, feel free to browse through this article: Create recurring transactions in QuickBooks Online.

 

Drop a reply anytime if you still have questions or concerns in managing invoice payments in QBO. I'll be here to assist you further. Keep safe.

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LockedOnDave
June 24, 2024

Unless I'm misreading this answer, it doesn't answer the question.  We have recurring sales receipts setup for clients.  One client wants us to use one of two different AmEx cards.  Their primary choice has a lower credit limit so it sometimes gets declined.  They've authorized us to run their second card in that case but I can't figure out how to store both cards in QBO so I can simply select a different card without having to manually enter the information.   How do I do that?

MorganB
MorganB
June 24, 2024

Thank you for the additional info, LockedOnDave.

 

At this time, QuickBooks Online allows for one customer card to be stored in their profile. I can see how having a second card option would be beneficial. You may consider submitting feedback to the Product Development Team for review. This can be done directly through your QuickBooks account by selecting the Gear icon and then Feedback. Once you done that keep an eye out on the Firm of the Future site for product updates and feature releases as many of these come directly from great user feedback like yours. 

 

In the meantime, the following article provides even more details about adding, editing, or disabling a credit card in QuickBooks.

 

Please don't hesitate to reach back out if you have any other questions. I'll be here to lend a hand.

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