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August 2, 2019
Question

Can I edit a customer's credit card information? I think I entered it incorrectly

  • August 2, 2019
  • 1 reply
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1 reply

August 2, 2019

Hello there, @fhann.

 

You can update your customer's credit card information through the Customer Information screen. I'd be happy to walk you through the steps.

 

  1. From the left menu, click Sales.
  2. Select Customers.
  3. Choose the customer you want to edit.
  4. Click Edit in the upper right.
  5. Choose the Payment and Billing tab.
  6. In the Preferred payment method line, select the current card number.
  7. Select the + Add link in the upper right.
  8. Enter the correct credit card information, then select Save.

Once done, you can only view the last 4 digits of the card number. You can check out this article for your reference: Edit Customer Information.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help

 

Please know that I'll be right here to help you if you have any other QuickBooks concerns, just add a post/comment below. Have a good day ahead!

fhannAuthor
August 2, 2019
I followed the steps you outlined - thanks. I couldn't change the card number, so I entered the information as a new credit card. That's when I saw the notification that the system does not accept American Express credit cards. Now I know how to do it I can enter a different credit card and all should be well.