Payment Profiles as Credit Card Type (If and only if using Authorize.net)
To begin you will need to log in to the QB online account. From there you:
1. Click on the (+) in the top middle of the screen.
2. Click on Receive Payment
3. Click Payment Method "Add new"
4. Type in "Payment Profile"
5. Check "This is a credit card."
Click "Save" to save the Payment Method
From ServiceBridge on a specific customer you would:
1. Go to the customer and click on (+) in "Payment Profiles"
2. From there you would enter the information for the customer in the Payment Profile.
3. Once you go to create a payment you will see that the payment method is there, and you select the payment profile for the customer, no other card information will be needed.