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Ced050102
December 3, 2022
Question

My customer has used many credit cards to pay their invoice. The list is so long I need to remove cards that are no longer used or expired. How do I remove credit cards

  • December 3, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

L
LollyNino_C
December 3, 2022

Thank you for reaching out to the Community, @Ced050102. 

 

Let me help you delete a credit card in the Payment Method in QuickBooks Online (QBO). 

 

In QBO, making the account inactive is also deleting the account. When the account is inactivated, it gets removed from the Payment Method and other places where you can choose accounts. If the account has transactions, they remain part of your company data and it will still show through reports. Here's how: 

 

  1. Go to the Gear icon.
  2. Select All Lists under List.
  3. Find the account you want to delete.
  4. Click the drop-down in the Action column, then choose to Make Inactive.
  5. Press Yes to confirm the action.

Here's an article you can refer to for more details about making an account inactive on your chart of accounts in QuickBooks Online. 

 

To edit an account, you can check out this article for the steps and details: Manage default and special accounts in your QuickBooks Online chart of accounts. Then, proceed to Accounts that can be edited, but not deactivated or merged section. 

 

Additionally, you can verify when QuickBooks deposits your customer payments into your bank account. For detailed information, kindly check out this article:  Find out when QuickBooks Payments deposits customer payments. 

 

Please comment below if you have other concerns about deleting the customer's payment method information. I'm always here to help manage your customers in QuickBooks. Take care always! 

C
Ced050102Author
December 5, 2022

I do not want to inactivate the customer.  It is a current customer.  The issue is when I am on my phone and try to take a payment for this customer.  The list of credit cards that come up take the entire screen which results in the "charge payment" button at the bottom to NOT appear.  This is why I want to remove some of the old credit cards.

Candice C
Candice C
December 5, 2022

Good morning, @Ced050102. 

 

Thanks for reaching back out and giving additional information about your issue with removing your customer's credit cards. 

 

I apologize for the miscommunication on our end. However, my colleague's steps were not for making your customer inactive. Let's try using the instructions below to get this squared away once and for all.

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Under the Lists column, choose All lists. 
  3. Pick the Payment Methods option. 
  4. From there, you can find the credit card. 
  5. Select the drop-down arrow beside "Run report." 
  6. Choose to either edit or make the credit card inactive. 

 

Review this guide for more details about how to add, edit, or disable a credit card. 

 

This should do the trick. Come back if you run into any trouble along the way. We're always here to lend a helping hand. Take care! 

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