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Established Member

Business credit card credits.

I check my credit cards through quick books and enter charges as they show. However when I get a credit and enter the credit toward the bank account (only choice) it seems to work OK. But when I reconcile I see these credits showing up in the left pane of charges and I don't know if it's normal. How can I fix this so I don't see them


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Best answer 12-10-2018

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Established Community Backer ***

"However when I get a credit and enter the credit toward...

"However when I get a credit and enter the credit toward the bank account (only choice) it seems to work OK."

It is not your Only choice; you get expense and items tabs in the Credit Card Charge screen, the Credit Card Credit screen, checks, vendor bills, vendor credit.

That would not be correct, if the Credit Card Credit is due to a refund On that card as a return, say, of a Toner Cartridge. That credit is listed as Office Supplies on the Expenses tab of the Credit Card Credit.

You would put the Credit Card Credit to Bank on the Expenses tab to reflect a Credit Card Balance Payment was made from Checking.

"But when I reconcile I see these credits showing up in the left pane of charges and I don't know if it's normal."

If you can reconcile, you are fine. That is the point of reconciliation. In your example, you would need to be expecting this in Credit Card reconciliation and in the Bank reconciliation; if that is not what was supposed to happen, you entered this refund incorrectly.



6 Comments
Established Community Backer ***

"However when I get a credit and enter the credit toward...

"However when I get a credit and enter the credit toward the bank account (only choice) it seems to work OK."

It is not your Only choice; you get expense and items tabs in the Credit Card Charge screen, the Credit Card Credit screen, checks, vendor bills, vendor credit.

That would not be correct, if the Credit Card Credit is due to a refund On that card as a return, say, of a Toner Cartridge. That credit is listed as Office Supplies on the Expenses tab of the Credit Card Credit.

You would put the Credit Card Credit to Bank on the Expenses tab to reflect a Credit Card Balance Payment was made from Checking.

"But when I reconcile I see these credits showing up in the left pane of charges and I don't know if it's normal."

If you can reconcile, you are fine. That is the point of reconciliation. In your example, you would need to be expecting this in Credit Card reconciliation and in the Bank reconciliation; if that is not what was supposed to happen, you entered this refund incorrectly.



Established Member

Still confused. When logged into the CC company for new c...

Still confused. When logged into the CC company for new charges, and I see the credit. I don't have a choice other than bank as to what category the item was from?
Established Community Backer ***

"I don't see where I can enter the original category of t...

"I don't see where I can enter the original category of the item so the credit follows through correctly."

Banking menu > Enter Credit Card Charge. Change the radio button to a Credit. Make Your Own Entry.


Not applicable

Excellent Answer!  I was going crazy trying to enter this...

Excellent Answer!  I was going crazy trying to enter this credit!  Thank you!
Established Community Backer ***

Are you trying to use Online Banking Feeds? You can try u...

Are you trying to use Online Banking Feeds? You can try using the function Add More Details. Or, make your own entry: Banking menu > Enter Credit Card Charge and change the radio button to a credit.

Established Member

Yes banking feeds, I don't see where I can enter the orig...

Yes banking feeds, I don't see where I can enter the original category of the item so the credit follows through correctly.