How to Update Credit Card information in QuickBooks?

by James Antonio

Ever been stuck at updating credit card information in QuickBooks? Quite naturally, yes! At times, when your business or personal information undergoes any changes, you need to take ahead with those changes of information and edit them in QuickBooks.

This is something very vital to make sure that all the data stays accurate in your QuickBooks account.

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This article will help you on how to update credit card information in QuickBooks with the help of some elaborative steps laid out below.

Steps to Update Credit Card information in QuickBooks

Step 1: Log into your QuickBooks Account with either a company admin access or a primary admin access.

Step 2: Choose Settings that you shall find in the top right.

Step 3: Tap on Account and settings.

Step 4: In the next step, choose Billing & Subscription.

Step 5: Find the pencil-shaped icon which is the Edit button, that you would find beside the payment method, and select it.

Step 6: From your on, you can start updating the credit card information. Skim through the address provided on the credit card and review it.

Make sure it’s the same as the one which is projected on the statements of your credit card

Step 7: Once you are done with the process of updating your credit card information, choose Save or Confirm Card.

Make sure you are focused and determined when you are following the steps mentioned above. Do not rush and miss out on any.

Feeling a lot more confident in learning about how to update credit card information in QuickBooks?Hopefully, this article has ignited that confidence in you to now easily update credit card information in QuickBooks.

However, if you still have some hiccups in implementing credit card information update in QuickBooks, you can avail of immediate professional assistance.

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I am trying to update Payment information to my QuickBooks Account with my Credit Card, but am unable to do so. Is there any Compliance Issue or do I need to Contact the Bank?

As of April 1st, 2021, Additional Factor Authentication (AFA) was mandated by the Reserve Bank of India (RBI) on recurring payments on Credit/Debit cards. This would be meaning that as of now the setup of recurring card payments is being disabled and might not be supported by some banks.

As a consequence of this and the high rate of payment failures of newly added cards on QuickBooks, there is a temporal suspension of Credit/Debit card payments and any payment or update must be done via NetBanking.

If you are updating payment information for the very first time, you need to consider doing the same via NetBanking thereby adding your respective account details. Card payments will be applicable at a later stage once they are supported and you will be able to switch payments as well.

For existing users, any kind of card payment error needs to check with the bank under whom the credit/debit card is being issued. For temporal usage, try switching to NetBanking.

How to Update my firm’s Preferences and Contact Information?

To update your firm’s preferences and contact information, you need to be taking care of the steps that are mentioned below for your assistance:

Tap on the Intuit Account icon which you can locate at the top right.
Select Manage your Intuit Account.
Locate Sign-in & security and incorporate the respective changes needed.
Confirm for Save.
Locate Personal info and update the respective information needed.
Confirm for Save.

Can I view my Payment History on QuickBooks?

Yes, you can view your payment history on QuickBooks. Find the steps for viewing my payment history on QuickBooks laid out below and might help you for the same:

Log into your QuickBooks Account with either a company admin access or a primary admin access
From the top right, tap Settings
Select Account and Settings
Choose Billing & Subscription
Navigate to QuickBooks Online tile
Choose View payment history

One thing to be taken note of here for viewing my payment history on QuickBooks is that you can leverage this action only when you have ensured to subscribed online directly through Intuit QuickBooks Online.

In case, the mode of subscribing to QuickBooks has have happened via a Google Play App Store or Apple App Store, then you are not permitted to view your payment history or the tab ‘Billing & Subscription’ on QuickBooks.

I am seeing the error message ‘Something’s not quite right’ while updating the billing details on QuickBooks. What might be the reason for this?

QuickBooks software will always ensure that the actions performed are running smoothly. However, if you encounter few typical error messages on the tool, it might be because of some underlying technical issues.

A few of such typical troubleshooting problems that you might be facing and must know to avoid getting startled are:

Prompting to causing a problem at QuickBooks’ end and asking for re-save again
Errors occurring because of subscription-error billing
You are thrown a blank screen while entering billing details
Greying out of the Saving button

How can I avoid Updating Billing Information troubleshooting Errors on QuickBooks?

With the steps mentioned below, you can easily avoid updating billing information troubleshooting errors on QuickBooks:

Check and verify the completion of all Billing & Subscription fields
Re-confirm for credit card details
The address on the credit card and the one provided in QuickBooks settings must tally

Also, note that QuickBooks only accepts debit/credit cards which are Amex, Mastercard, and Visa.

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Receive Payment
Estimate
Credit Memo/Return Receipt
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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

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Frequently Asked Questions

 
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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.


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


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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.

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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.

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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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