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Entering a customer's preferred payment method (Merchant Service)

You can keep track of how each customer usually pays--for example, by check or by credit card. For credit card payments, you can select the card type and enter the credit card number and the expiration date.

When you record a payment for the customer, QuickBooks uses the customer's preferred payment to prefill certain fields and options on the form, including the Received Payment and Enter Sales Receipt forms.

When you swipe a credit card, QuickBooks does not, however, save the card number and expiration date. There are two reasons for this:

  • Your customer might not expect you to store the card information in this situation.

  • By not having the credit card information prefilled, you are reminded to swipe the credit card every time you process it. Only by swiping the card will your transaction qualify for lower, card-swiped rates.

To edit a customer's payment information:

  1. Click Customer Center.

  2. Click the Customers & Jobs tab.

  3. Double-click the customer in the list that you want to edit.

  4. Click the Payment Info tab.

  5. Edit the payment information for the customer as needed.

  6. Click OK.

KB ID# H_SVC_QBMS_ENTER_CUST_PREF_PMT_METHOD
9/28/2016 11:46:17 AM
PPRDQSSWS406 9138 Pro 2017 e01d7e