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swhittemore
Level 1

Why are credit card charges showing as credit card credits in the reconcile feature?

One of our client files seems to be recording credit card charges properly throughout QBO except in the Reconcile feature, where they all show as Credit Card Credits and as payments.
1 Comment 1
JamesM
QuickBooks Team

Why are credit card charges showing as credit card credits in the reconcile feature?

Hi there, 

 

Welcome back to the Community. It's important your reconcile is showing the right info. 

 

Don't worry, I'd be happy to assist you with this. If the credit card credits are showing up as payments you'll need to delete them and I'll show you how. Before deleting the transactions, please make sure to copy all the transaction details. 

 

Here are the steps:

  1.     Find and open the transaction
  2.     Select More, then choose Delete.
  3.     Click Yes to confirm deleting the transaction.      

After deleting, you can re-create the transactions and manually reconcile them.

 

Here’s how:

  1.     From the left panel, click Accounting, then Chart of Accounts.
  2.     Find the appropriate Bank Register, then select View Register.
  3.     From the Bank Register page, select the re-created transaction.
  4.     Under the Check icon, click the empty box to reconcile.
  5.     Click Save.

Give this a try and let me know how you make out. I'll be on standby in case you need further assistance. 

 

 

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