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How to Add, Edit, or Disable Credit Card in QuickBooks

Know how you can set up and edit credit card types in QuickBooks Desktop and Online. Every time you take […]


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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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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

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.

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+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.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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