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

Does anyone know how i can audit my credit card and bank accounts to ensure that entries have been posted to the right projects??

 
1 Comment
Highlighted
QuickBooks Team

Does anyone know how i can audit my credit card and bank accounts to ensure that entries have been posted to the right projects??

Welcome to the Community, @copperwiel.

 

You can consider viewing the bank or credit card's register and opening each transaction. This way, you can check which entries are posted to the right projects.

 

Here's how:

 

  1. In your QuickBooks Online, click Accounting from the left menu and select Chart of Accounts.
  2. Select the Bank or Credit Card account from the list, then click View register from the Action column.
  3. On the Bank Register page, select and open each transaction by clicking the Edit button.
  4. From the Customer / Project column, you can see there the associated project to the transaction.

Please repeat steps 3 and 4 for the rest of the transactions. Then, step 2 for the other bank or credit card account.

 

To learn more about account register, feel free to check out this article for more details: What are account registers in QuickBooks Online?

 

Please let me know if you need further clarification about this, or if there's anything else I can do for you. I'll be standing by for your response. Have a great day.

Need to get in touch?

Contact us