Hello there, Handson. I'm here to help you manage customers' credit card info in QuickBooks Online(QBO).
Currently, your customers don't have the option to input their credit card details directly into the system. You'll need to collect this information and manually add it to their profiles in QBO.
Moreover, it's only possible to include customers' credit card details in their profiles through a QuickBooks Payments account. If you haven't signed up, you may consider getting QuickBooks Payments directly from QuickBooks Online. Once you're on QB Payments, you can follow the steps below:
Go to the Sales menu.
Click the Customers tab.
Locate and select your customer and click Edit.
In your Customer profileselect the Payments and billing tab.
Select Credit Card from the Preferred payment method drop-down menu.
Enter the needed information and click Save when done.
Feel free to come back here in the Community if you have further concerns about adding credit card information for your customer. We're always here to assist you 24/7.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.