A credit card helps you to process customer payments easily in QuickBooks Online. If you want to manage a credit card in QuickBooks, it doesn’t mean just adding the information. You can learn how to remove credit card from QuickBooks Online, which will help you when your card expires or you want to add a new card.
In this article, we understand why you may need to remove credit card from QuickBooks Online and discuss each step of how to remove a credit card, and share some important tips. So go through this guide and resolve your queries.
Why You May Need to Remove a Credit Card?
There are some common reasons that user remove their credit card. Here, we discuss those reasons.
- User card should be expired or old.
- The second reason is user wants to add a new credit card.
- If you have a security or privacy concern. You may need to remove a credit card from QBO.
- When user want to update their billing information, they need to remove credit card from QuickBooks Online.
- If you are no longer able to use a credit card or you connect with the wrong account, you may need to remove a credit card.
- If you want to stop automatic subscription renewal. In this situation, you need to remove the card.
Steps to Remove Credit Card from QuickBooks Online
Let’s break down some steps to remove credit card from Quickbook Online. This detailed instruction manual teaches you how to remove a credit card. You can quickly enable it by following a few straight forward steps.
Step 1: Log in to the QuickBooks Online Account
- First step is you need to sign in to your QuickBooks Online Account.
- Fill in your proper credentials, and start logging into your account.
Step 2: Go to Settings
- Now you have to click on the gear icon(settings icon) present in the upper-right corner of the screen.
Step 3: Select Account and Settings
- Click on the settings menu.
- And you need to choose the account and settings option.
Step 4: Verify Your Accounts
- You have to go to the chart of accounts tab and review your credit card account.
Step 5: Click on Billing and Subscription
- You have to select the left-hand menu.
- Click the billing and subscription option.
- In this option, you have a list of payment methods, such as credit/debit/cash.
- Choose your payment method as per your need, and you can edit or remove them.
Step 6: Locate the Credit Card You Want to Remove
- In this step, first you have to identify the credit card you want to remove and check there last digit, then confirm it.
Step 7: Remove Payment Method
- Select a credit card account you want to remove.
- Click on the card there is an option available on the right side to remove or delete.
- You have to choose one of them as per your requirement.
- If the remove option is not available, you need to add a new payment method and remove the old one.
Step 8: Save Changes
- After removing or updating your card, QuickBooks gives you a message to confirm and select yes to confirm your changes.
What Happens After You Remove a Credit Card?
Once you remove the credit card:
- QuickBooks will no longer charge that card for renewals or subscriptions.
- You will need to add a new payment method to keep your subscription active.
- If no valid payment method is available, your account may become inactive after the billing date.
Tips for Removing Credit Cards
There are some tips for removing credit cards.
- Keep your payment details updated before removing the credit card, which will help you avoid service interruptions.
- Always review your billing details regularly under Account and Settings.
- Use a secure and authorized card for business payments.
Conclusion
Remove credit card from QuickBooks Online is a process that helps you simplify accounting and prevent errors from stopping new transactions. And you don’t have to charge extra for renewal or subscription. In this article, we point out each step of remove credit card from QuickBook Online. By following these steps, you can organize your financial information more effectively and enhance your business payments.