Skip to main content
A
accounting@somdf
June 16, 2023
Question

Is there a way to LIST the customers who have stored credit cards?

  • June 16, 2023
  • 2 replies
  • 0 views

For instance, if I have stored card for customers that are no longer current, I would like to remove the unneeded info. i know how to remove the data.

 

I mean If i knew that mr smith and mrs jones had cc info stored and we no longer needed it, i could remove it.  The problem is finding out which mr smith and mrs jones even have stored cc info and combing through 2500 customers is way too time consuming.

2 replies

E
Ethel_A12
June 16, 2023

Hello there, @accounting@somdf.

 

I'll help you remove a credit card information of a customer.

 

If you have QuickBooks Payments, you cannot remove credit card information. However, you can edit them and replace them with a non-charging account.

 

Here's how:

 

  1. From the left menu, choose Get Paid & Pay or Sales, and choose Customers.
  2. Click the customer name to open the profile, then Edit.
  3. Scroll down to the Payment and Billing tab.
  4. Choose the credit card number under the Preferred payment method field.
  5. On the Credit Card Information window, click Add.
  6. Edit the following:
  • Credit card number: 4111-1111-1111-1111. It is a non-transacting test card number.
  • Expiration date: Any date in the future

 

You can also read this article for the detailed steps: Delete your customer’s credit card number.

 

To know which customers have a payment method or credit card details saved, you can run a Customer Contact List Report. Customize the report to add columns for Credit Card number and Payment Method before running it. 

 

Additionally, here is an article you can refer to if you want to inactivate a customer: Add and manage customers in QuickBooks Online.

 

Feel free to click the Reply button below if you have questions about managing customers in QuickBooks Online. I'm always here to help. Have a great day.

A
accounting@somdfAuthor
June 16, 2023

I really am not sure how to word my question, so that people will understand what I am asking.  I know how to remove the data.  What i don't know is how many of my 2500 customers has a stored credit card.  That is what I am looking for. Not how to change it, but who I could possibly remove.

E
Ethel_A12
June 16, 2023

Hi there, @accounting@somdf.

 

Thank you for getting back to us and giving us more information about your concern. I modified my previous post to share information about looking for customers on your list who have credit card information saved.

 

Additionally, if you want to export your report to excel, refer to this article: Export reports, lists, and other data from QuickBooks Online. This way, you can easily look for the names who have credit card details and manually remove them from their profile.

 

Let me know if you need further assistance in managing customers. I'm always here to help. Have a great day.

Terms & ConditionsAccessibility statement