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sgmken
sgmken
November 26, 2019
Question

Chargeback from CC. How do I post?

  • November 26, 2019
  • 1 reply
  • 5 views

Hi, 

We have a company that did a cc dispute.  The cc company has done a chargeback. Is now on my bank statement as an expense. When I go into banking, it is sitting there to review as an expense. But I am not sure how to mark/edit this? Do I attach it to the sales receipt of the customer when they originally purchased? 

1 reply

R
ReymondOModerator
Moderator
November 26, 2019

There's no need to match since it does not correspond to any transaction in your account @sgmken. 

 

The chargeback that was tagged as an expense can be added to QuickBooks Online. 

 

Let's simply follow these steps to add:

 

  1. Go to the Banking menu, and select For Review.
  2. Look for the transaction, then click Add under the ACTION column.

 

I suggest reading this article to learn and do more of your banking transactions: How to Add and Match Downloaded Banking Transactions?

 

Let me know if you have any more questions, or concerns​ about banking transactions. I'll be here to help you further.

 

sgmken
sgmkenAuthor
November 26, 2019

There is no "ADD" option. Only a "transfer" option. Is that what I select? Note: This transaction was automatically download from my bank account to QBOL. See attached picture.

MaryLandT
MaryLandT
Level 10
November 27, 2019

Hey there, sgmken,

 

Thank you for the screenshot.

 

I'd be glad to help you add the CC chargeback to your register in QuickBooks Online.

 

Money movement between bank (asset) or credit card (liability) accounts can be represented by Transfer, Expense, or Deposit transactions. Credit card payments and inter-bank transfers are generally recorded with a Transfer transaction.

 

To record the chargeback, click it to expand and choose the Add option. Then, click the Add.  Please see attached screenshots below for your guidance.

 

You can also categorize the item before adding it to your account. Feel free to read through this article for instructions and detailed steps: Assign, categorize, edit, and add your downloaded banking transactions.

 

After that, go to the Reviewed tab to see transactions you've recently added. You can click the Undo button to start over.

 

Keep me posted if there's anything else you need and I'll get back to you.

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