Payment Profiles with

Payment Profiles as Credit Card Type (If and only if using

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.


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