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January 18, 2021
Question

Need to setup credit card payment for one of my clients. I am able to do that as i have done for some others but not sure on the process again

  • January 18, 2021
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1 reply

January 18, 2021

Hi myappswow, 

 

Welcome to the Community! QuickBooks Online allows you to save your customer's credit card information within their profile, making it easier to process future payments. I can explain how to go about this. 

 

The customer's credit card information is saved within their Customer information window where the rest of their important details are entered. Here are the steps to do this for an existing customer: 

 

  • Navigate to the Sales menu, then select the Customers tab.
  • From here, locate the customer that you want to add the credit card information to. Click on their name, then select the Edit button to the top right. 
  • Within the Customer information menu, click on the Payment and billing tab. 
  • Set the Preferred payment method to Credit Card. This will prompt a button to appear directly below the field to add the credit card information. 
  • Enter the credit card number, the expiration date, and the customer address if that hasn't been entered previously. 
  • Click OK, then Save.

 

Your customer's credit card will then populate automatically whenever you process their payments in the future.

 

Let me know if you have any other questions!