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Know how you can set up and edit credit card types in QuickBooks Desktop and Online. Every time you take payments, there is no need to manually enter the payment information. Your customer’s credit card information can be added, saved, or updated in QuickBooks, which is simple to use for a hassle-free transaction. Here’s how.
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How to Add a Credit Card Account to QuickBooks Online?
Users can add their credit card account and make use of its benefits by using QuickBooks Online’s Banking tab to add a bank account in QuickBooks. From the homepage, you must select the Transactions option. Next, select the Banking button. If you are adding a credit card account for the first time, select Connect Account. If not, select Link Account or Add Account from the menu. After that, you must choose your bank. The main benefit, after setup is complete, is the simplicity of transaction recording.
- Start by running QuickBooks Online.
- Then you have to tap on Transactions and choose Banking.
- After that, You have to choose Banking.
- If you are adding your credit card account for the first time, Select Connect Account.
- Choose Link Account or Add Account if there is already an account created.
- Try to find your bank.
- Click Continue to continue.
- For the bank’s website, the username and password must be entered.
- Continue to follow the instructions that appear on the screen.
- Security checks may also be conducted by the bank.
- Wait a little while before moving on.
- Select the credit card account or accounts that will be linked now.
- From the drop-down menu, choose a related account type for the chosen credit card accounts.
- At last, You have to press Connect.
After properly completing these steps, QuickBooks Online will add your credit account.
Adding your Credit Card Account to QuickBooks Desktop
In QuickBooks Desktop, adding your credit card account helps help automatic transactions. To do so, the Chart of Accounts options are necessary. Select the Chart of Accounts tab from the Lists section of the QuickBooks Desktop window. Select the Account button, and then select New. Enter the credit card’s name in the Account Name field after scrolling to the Credit Card feature.
- Go to the QuickBooks Desktop Lists button.
- Then you have to select Chart of Accounts.
- Now you have to tap on Account.
- Activate the New tab.
- Click on Credit Card here.
- The Account Name section needs to be filled up with the name of the credit card.
- Additionally, you must include the Credit Card Acct. No. entry for the credit card number.
- Then you have to click Save and Close.
- For dealing with the selected credit card account, Pick Lists from the menu.
- Pick Chart of Accounts instead.
- You must now click on the credit card twice in order to use it.
Your appropriate credit cards will be added to your QuickBooks Desktop account as a result.
Set up a Credit Card Payment in QuickBooks Desktop & Online
In QuickBooks Desktop for Windows
- Choose Customer & Vendor Profile Lists, then Payment Method List, from the Lists▼ menu.
- Then you have to select New from the Payment Method ▼dropdown option.
- Type and Payment Method should be entered.
- It’s important that the payment method and Payment Type coincide.
- Choose OK. To add another payment method, choose Next.
In QuickBooks Online
- Select All Lists in the LISTS column by going to Settings⚙.
- Then you have to choose Your Payment Methods and select New.
- Then, if necessary, check the box that says This is a Credit Card after entering the name of the payment method.
- If you don’t select the this is a credit card checkbox, Merchant Services won’t be able to add the payment method. Use this if all you need to do is record a credit card payment.
- Lastly, you have to choose Save.
In QuickBooks Desktop for Mac
- Select Customer and Vendor Profile from the Lists▼ dropdown menu and then select Payment Methods.
- Choose +icon and then you have to enter the new method and click on OK. After that, you have to select Next to add another one.
Disable or Edit a Credit Card in QuickBooks Desktop & Online
To make changes or disable it to turn it off you have to edit a payment method.
In QuickBooks Desktop for Windows
- When you are connected to merchant services then at that time you can’t modify some payment methods.
- To save a payment method without charging the credit card you can change the Payment Type to Cash.
- You have to begin by selecting Customer and Vendor Profile Lists from the dropdown menu and then you have to select Payment Method List.
Note: Same as the payment type payment method should always be the same or other you will receive an error when you process payments.
- If you want to edit or disable then you have to right-click the payment method. Follow the steps that are mentioned below:
- To Edit you have to select Edit Payment Method. There you can edit the payment details and then save the changes you have to select OK.
- If you want to Disable then you have to select Edit Payment Method and after that, you have to select the Method is active in the checkbox. Then you have to select OK. Once it is inactive then the method will continue to appear in the reports, but when you are processing a payment it won’t be available.
In QuickBooks Online
- In the LISTS column, you have to select All lists by going to Settings⚙.
- Then you have to select Payment Methods. To edit or disable you have to find the payment method.
- You have to select the Small arrow▼ dropdown menu icon that is next to the Run report, in the ACTION column.
- To make the necessary changes you have to select Edit.
- At last, you have to select Save.
In QuickBooks Desktop for Mac
- Start by selecting Customer and Vendor Profile from the Lists▼ and then select Payment methods.
- After that, you have to select the Edit✎ option.
- To disable the payment method, you can select the change the Payment Method Name or you can select the Inactive checkbox.
- Lastly, to save the changes you have to select OK.
With the help of this blog, you will be able to add, edit, or disable a credit card. Still, if you are unable to do so then you can simply take help from the help desk. Dancing Numbers expert team is available round the clock for their users. You can simply know how to edit, add, or disable a credit. To solve your issues related to this without any hassle.
Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.
Frequently Asked Questions (Faqs)
How to Remove Credit Card info from QuickBooks Online?
● Choose Chart of Accounts by selecting Accounting on the left.
● Then in the list find the credit card account that you want to delete.
● Select Delete from the Action drop-down menu.
● To delete the account confirm the account that you want to delete.
● Lastly, click ok after deleting.
How to Track Credit Card Types in QuickBooks?
● From All lists, you have to choose Gear Icon.
● Then you have to click on the Payment Method List and then click on New.
● After that, enter the name of the credit card, and then to select it you have to click on the Credit Card box.
● Lastly, you have to click on Save.
How to Remove a Credit Card from an Invoice in QuickBooks?
● Start by going to the Gear icon.
● Select Account and Settings that is in Under Your Company.
● Then you have to go to the Payments menu.
● Remove the credit card by going to the Payment Methods section.
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