cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
HawkIntegrated
Level 1

Chart of accounts credit card entries

where to start... Chart of accounts "credit card" i have a card with a balance, how do i enter new charges and then only a partial payment?

1 Comment 1
LauraAB
QuickBooks Team

Chart of accounts credit card entries

Hello HawkIntegrated,

 

Welcome to the QuickBooks Community! With QuickBooks Desktop, it's easy to set up, track charges, and make payments against your credit card once you know the steps. I'm happy to guide you through the process so you can get to work with entering these transactions.

 

It's great to hear that you've already seen how to set up the credit card account and enter the balance in the Chart of Accounts. When it comes to new charges, there are going to be a few things to consider. When you want to enter expenses paid with the card, you can consider the Enter Credit Card Charges feature found on the Home window or through the Banking menu in the top menu bar. You can also choose the credit card as the payment account in the Pay Bills window when you have a credit card chosen as the payment method.

 

When it comes to making payments against the card, you can enter the amount you're paying as you enter the transaction. I recommend taking a moment to read the following article for all the steps you need: Set up, use, and pay credit card account. Please note that where the article directs you to click on Settings, choose the Company menu in QuickBooks Desktop. I've reported this error to the content team so they can update the article.

 

Give that a read and let me know if you need a hand with it. Feel free to use the QuickBooks Community search field to learn about more features in the program or you can ask more questions. I'm here to help!

Need to get in touch?

Contact us