Question

Wondering if I can save a customers credit card keep it on file ?

Forum|Forum|5 years ago
February 14, 2021
5 replies
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QuickBooks Online

It's good to see you here in the Community, @sethclemons-yaho.

Let me provide insights regarding entering and saving credit card information for your customer in QuickBooks Online.

You can keep your customer's credit card information on file. However, you can only view the last 4 digits of the card number after saving it.

To do this, you can open your customer profile and add their credit card information from there. Before doing so, connect your payment account to your QuickBooks Online (QBO) account. This way, your customer's info will be saved, and they can also pay their invoices online.

Here are the steps that you'll need to take:

Go to the Gear ⚙ icon.
Select Account and Settings.
Click the Payments tab and hit on Lean more.
You may now start your set up. Choose either QuickBooks Payments or Existing account.
- In the Existing account section, select Connect or Link Merchant Service.
- In the window, select the QuickBooks Payment account you want to connect. Then select Connect.
Review the account info and make sure it's accurate. If everything looks good, select Connect.
When the connection is finished, sign out and sign back into QuickBooks Online for the changes to take effect.

You can read this article for more details: Connect your QuickBooks Payments account to QuickBooks Online.

Once done, you can now add your customers' credit card information into their profile. You can refer to these steps below:

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

I got you these great articles that you can check out as a reference in processing a credit card payment from your customer:

Please let me know if there's anything else that you need. I'll be right here for you. Take care!

C

Camate60

I followed the directions, but QBO said it could not save the information. It's a known problem and you are working on this. Please advise when we might be able to save CC info. Thank you.

KlentB

Hi there, Camate60.

I'll make sure that you save your customer's credit card information. I've also checked our records here and found that there isn't an open investigation about this issue.

When adding a credit card number, Intuit will perform a quick validation on the card. You'll want to make sure that the digits are correct so that information will be successfully saved.

If the same thing happens, you can perform some basic troubleshooting steps. There are times that the accumulated cache in your browser causes saving issues in QuickBooks. Start by accessing your QBO account in a private or incognito window. Please refer to the shortcut keys I've listed below:

Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox & Microsoft Edge
Command + Shift + N for Safari

Once you're in, attempt to save the credit information again. If it's now working well, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you also utilize other supported browsers to further isolate the issue.

In addition, I'm adding these articles to help manage your customer’s card details in QuickBooks:

I'm just a comment away if you need further assistance in entering your other customer information. Take care and have a good one.

P

ProControlMan

I have a similar question. Can my clients save their own CC info when paying invoices online?

R

rvrfrf

Welcome to the Community, ProControlMan.

When a client goes to pay their e-invoice, they'll see a option titled "Save payment method for next time (sign in or create an account to save)".

Clients can tick this box while signed in to their account, then click the Pay button. This way, their payment details will be pre-populated for future online payments.

I've additionally included a detailed resource about using QuickBooks Payments that may come in handy moving forward: Take & process payments

I'll be here to help if there's any questions. Have an awesome Friday!

D

Dumpster Solutions

Hello, I have a similar question. What would be the best way to save a clients's credit card information for additional billing? We offer a base rate but we need to have a credit card on file to bill past the flat rate. Can I collect their credit card info on the invoice with a CC authorization form somehow and save it for future use with their consent?

M

Marques1

Hoping to comment and get this feature on the minds of the techs. As noted it was requested in 2021 and with the rate of coding in 2023 it should be easily added over a weekend at this point. They have intuit wallet so I don't see why at minimum the intuit wallet can't be integrated to help facilitate this funtionality.

A

AnyKeyPC

Don't listen to the half answers from Intuit. Their "support" doesn't understand the product, or the questions being asked. Yes you can save a card on file in QBO and just charge the client later. You add the client, click edit on the client's profile, set the payment method to "Credit Card" and then you get a button to "Enter Card Details". Put in the card info and the client's address and it's now saved on file. When you are ready to invoice the client, simply create the invoice, hit receive payment, select "Credit Card" as the payment method and the card will populate. Sales receipts are similar - just without the receive payment. Create a sales receipt and set the payment method to Credit Card.

S

shroff8367

Is there a way to capture the customer's credit card info without an associated fee (i.e. such as is this case with payment link)?

J

jeanbiverly_

Hello there, @CESChicago.

We recognize that collecting your customers' card information for future use through invoices can help streamline your workflow. However, this feature is currently unavailable in QuickBooks Online (QBO).

Alternatively, you can use a third-party app to do the task. To find one, you can follow these steps:

From the left menu, select Apps.
Go to the Find apps tab.
Type any keyword in the search bar or select the Browse category dropdown menu to explore different apps.

Moreover, you can set up Autopay for recurring invoices, so you no longer have to keep track of your customers' payment information.

To help improve your experience with QBO, your valuable feedback goes directly to our product development team for review and consideration. Here's how to send it:

Go to the Gear icon and choose Feedback.
Enter your comments or suggestions.
Click Next to submit.

In case you want to create templates for recurring transactions, you can check out this article for guidance: Create recurring transactions in QuickBooks Online.

Should you have any other concerns besides collecting your customer's card information, feel free to leave a reply. We're here to help in any way we can. Stay safe!

D

David393

How can i generate a report of customer's credit card expiration dates?

F

FaithA

Thank you for joining this thread, David.

I'll be glad to provide you with a few simple steps for generating a report on your customer's credit card expiration dates. Here's how:

Go to Reports from the left side menu.
On the search bar, type in Customer Contact List.
Click Switch to classic view and then select Customize.
Under Rows/Columns, click Change Columns.
To add the credit card expiration dates, select the CC Expires box.

Note: You can also select, remove, and reorder columns by dragging them according to your preferences.

When generating the same reports in the future, you can refer to this article to save time: Memorize reports in QuickBooks Online.

We want to ensure that you get the best help that you need. I'll always be available in the comment section. Have a good one, David!

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