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anita-t2
Level 1

Can the credit card show up under the "bank/credit account" when reviewing uploaded receipts? In the chart of accounts, the type is "credit card".

 
4 Comments 4
LeithG
Level 7

Can the credit card show up under the "bank/credit account" when reviewing uploaded receipts? In the chart of accounts, the type is "credit card".

Hi anita-t2

 

Because the credit card is a liability account, you'll want to record any receipts uploaded as a bill instead of an expense, then you can post it to the credit card account for repayment later.

LauraAB
QuickBooks Team

Can the credit card show up under the "bank/credit account" when reviewing uploaded receipts? In the chart of accounts, the type is "credit card".

Hi anita-t2,

 

I love that you're making use of the Receipts feature in QuickBooks Online! It's an easy way to upload receipts from your expenses or bills into your books while having the program help you fill out some of the details it pulls from the image. You've got a great question here, and I'd be happy to clarify how this feature works.

 

It's absolutely possible to enter the image captured as an expense transaction and choose the credit card account as the payment method. I know that credit cards are often used for expense transactions, and QuickBooks knows that too. Here's a screenshot where you can see I've selected the credit card on my Receipts feature transaction.

 

 

 

Since you've posed this question, it sounds like you might not be seeing that option in the Bank/Credit account drop-down. In my case, I had to scroll down a little bit to find it, then I was able to fill out the rest of the information and save the transaction. I recommend scrolling through your drop-down list to make sure you haven't missed it as well. You can also type "credit card" or whatever you've named the credit card account in that field to find the one you're looking for.

 

If you're still not seeing it, it may be that the account isn't set up yet. There are a couple of ways to handle this. The first way to handle it is to exit out of the receipt for now and head to the Accounting tab to review your chart of accounts setup. That way you can verify if it is setup before going ahead and creating another account for that same card. If you do need to create an account for it, you can do so from the Accounting tab by clicking New.

 

The second option is to stay in the receipt, select the Bank/Credit account drop-down, and then +Add new. This takes you through the same sort of setup process you'd see in the Accounting tab.

 

In the event the credit card was already set up and you're still not seeing it, try some browser troubleshooting such as a simple refresh or even clearing the cache. It may just be that QuickBooks Online's cloud needs to be jogged into place and catch up with the work you've already done.

 

Here are a couple of articles about Receipts and the chart of accounts for your reference.

Give the steps I've outlined a try and let me know if you need any other help. :)

anita-t2
Level 1

Can the credit card show up under the "bank/credit account" when reviewing uploaded receipts? In the chart of accounts, the type is "credit card".

Thank you for your response.  I have found that the credit card account will not show up on the "Bank/credit acount" tab as it is a liability account as per lashedlifter.  Sadly, I have to go back and re-photo all the credit card receipts.  GRR

LauraAB
QuickBooks Team

Can the credit card show up under the "bank/credit account" when reviewing uploaded receipts? In the chart of accounts, the type is "credit card".

Thanks for following up, antia-2. I want to make sure I'm on the same page with what you're seeing in your account and how you set up your credit card. When you set up your credit card account, did you set it up specifically as a liability account or did you use the option to set it up as a credit card type? Using the second option, like I have, will set the card up so that you can choose it in the drop-down menu in the Receipts feature, just like in my screenshot. Here are the steps I used to set up my card.

  1. Go to the Accounting menu.
  2. Choose New.
  3. Select Credit Card from the Type field.

Once I saved that, it appeared in the drop-down, as I've mentioned. If you set it up the same way, or even through the bank feed (which uses the same account type) it should be available as a choice in that list. Feel free to share more details about your situation and I'll help you get back on track with this.

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