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TBMedia
Level 1

I can't credit a business expense from a personal card to the "director's current account"

When I first started my business, I used a personal card for a number of expenses. I now have a business account integrated with QuickBooks, but I'm trying to add expenses from my personal card from months previous. The first time I added an expense, I was able to select "Director's current account" as the Payment Account. However, when I try to add other expenses, it only offers the following options:

-My linked bank account
-Bad debt provision
-Other debtors
-Prepayments
-Uncategorised assets

Is there a reason I can't select "Director's current account" again? 

Thanks in advance for your help!
1 REPLY 1
ReymondO
Moderator

I can't credit a business expense from a personal card to the "director's current account"

I'd be glad to share the steps to help you choose the Director's current account again, @TBMedia.

 

Before proceeding, can you tell us what type of account you used when creating the account? Please note that the only accounts that will show under the Payment account drop-down list are banks, bank sub-accounts, credit cards, and other current assets.

 

Let's also make sure that this account isn't inactive. If this was deactivated, you need to reactivate this again. Here are the steps:
 

  1. Go to Settings ⚙ and click Chart of accounts.
  2. Next to the printer icon, select the Settings ⚙ icon.
  3. Click the Include inactive checkbox.


If this account is active and you're using the appropriate account type, we can troubleshoot the issue to fix it. To start, log in to your account via an incognito or private browser. Feel free to utilize the shortcut keys below:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

Then, try to switch company. If this works, clear the cache of your regular browser to eliminate piled-up data. If the issue persists, you can use another supported browser or device. It might be that the current one you're using has a temporary issue with the program.

 

Moreover, you can run expense reports in QuickBooks to help view your spending and different aspects of your business.

 

For additional questions about recording expense transactions, click the Reply button below. We'll be willing to help.

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