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Sim54
Level 1

Credit card transactions

Good morning,

 

I am new to QB and need to enter all Tesco credit card transactions manually.  Can you please help me getting started.

 

Thanks

3 REPLIES 3
EmmaM
QuickBooks Team

Credit card transactions

Hi Sim54

 

Welcome to the Community

 

If you have created a chart of account for the Tesco credit card you can do this one of two ways. You can either upload a CSV of the transactions more information on how to do that can be found here

 

Or

 

You can  manually enter the expenses as separate transactions and allocate them to the Tesco credit card. Which package are you using the Quickbooks Self Employed or the Quickbooks Online? We can go through with you the steps to manually enter the expense once we know this(the packages have different routes to follow)

 

Kind regards

 

Emma

Sim54
Level 1

Credit card transactions

Hi,

 

I am using Quick Books Online.

 

Thanks

EmmaM
QuickBooks Team

Credit card transactions

Hi Sim54

 

You will have to set up a Chart of Accounts for the Credit Card, you can achieve this by selecting Accounting on the left hand side menu and then select Chart of Accounts, select New in the top right hand corner. In the account type select Credit Card and in the Detail Type select Credit Card. If there is an opening balance at a specific date, enter it  in the relevant box, you can name it Tesco for example in name and then select save and close.

 

You can discover how to create expenses by clicking here

 

Any questions at  on this just reply back to this post

 

 

Thanks

 

Emma

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