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Jennifer529
Level 3

Can someone assist me in matching or recording a credit card payment, ( I paid down credit card) with bill pay from an outside personal bank acct. How do I match it?

I made a purchase with my business credit card. The purchase was paid back to me into a personal bank acct. I used bill pay to pay back my business credit card. It came into quick books but I do not know how to match it or record it. When I click confirm there is a drop down menu that asks "select bank acct it came from" I can not choose those options because the two options are business accts. I just want to confirm the payment. I do not know which to choose: Categorize, Find match, Record as transfer Record as credit card payment.
Solved
Best answer August 01, 2021

Best Answers
DivinaMercy_N
Moderator

Can someone assist me in matching or recording a credit card payment, ( I paid down credit card) with bill pay from an outside personal bank acct. How do I match it?

Thanks for getting back here, @Jennifer529.

 

To help you choose which account to use, I suggest reaching out to your accountant for guidance. This is to make sure you enter everything correctly and to avoid messing up your books. 

 

For your additional reference in recording credit card payments in QuickBooks Online, please see this article: Record your payments to credit cards. 

 

Also, to help you upload the image on your post, you can open your Community profile in an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites.

 

Below are the shortcut keys you can use depending on your browser type:

 

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

 

Once done, look for your previous post and click the Edit button to attach the photo. You can also create a new post and add the image. If this works, you have to clear your browser's cache to fix certain problems. If the same result, you can use another supported browser. 

 

In case you're now ready to reconcile your transactions to guarantee that your bank balance and QuickBooks are matched, check out this article for the detailed steps: Reconcile an account in QuickBooks Online

 

If there's anything else I can do to further help you in matching your credit card payments, please post a response below. I'm always available to help in case you need it. Have a good one.

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3 Comments 3
JonpriL
Moderator

Can someone assist me in matching or recording a credit card payment, ( I paid down credit card) with bill pay from an outside personal bank acct. How do I match it?

Hello @Jennifer529,

 

In QuickBooks Online, you can enter a bill payment to close the bill for your credit card. This way, you can match the payment downloaded in the bank feeds. Let me walk you through the steps on how you can accomplish this.

 

  1. Go to the +New button.
  2. Under VENDORS, select Pay bills.
  3. Select the bill in question.
  4. Enter the amount of payment.
  5. Click Save and close.

 

From here, you can go ahead and match the recently created bill payment to the downloaded bank transaction. But I'd still recommend contacting your accountant for guidance in transferring your transaction since you used your personal account as the mode of payment.

 

If you haven't yet, you can find any bookkeeper near you through this link: Find an accountant or bookkeeper.

 

On top of that, I've also included this reference helpful with the resources needed while with your expenses and vendors: Enter expenses, pay bills, write checks, and manage suppliers in QuickBooks Online.

 

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Take care and stay safe!

Jennifer529
Level 3

Can someone assist me in matching or recording a credit card payment, ( I paid down credit card) with bill pay from an outside personal bank acct. How do I match it?

It seems after attempting the instructions below there is no open bill.

 

The initial cc purchase was a business expense for an associate.  The associate paid us back into a personal checking account.  We then had to transfer that money from the personal ck acct back to the business credit card as a bill pay.  Now the feed shows payment and I do not know how to match it.  When I click confirm, it asks which account was used. There are only two options.  My two business checking accounts.  I do not want to create a new acct using my personal.  I tried to attached a screen shot but I keep receiving an error message.

 

"Authentication Failed. Authentication Ticket Mismatched, failed authentication. Return to my original page"

DivinaMercy_N
Moderator

Can someone assist me in matching or recording a credit card payment, ( I paid down credit card) with bill pay from an outside personal bank acct. How do I match it?

Thanks for getting back here, @Jennifer529.

 

To help you choose which account to use, I suggest reaching out to your accountant for guidance. This is to make sure you enter everything correctly and to avoid messing up your books. 

 

For your additional reference in recording credit card payments in QuickBooks Online, please see this article: Record your payments to credit cards. 

 

Also, to help you upload the image on your post, you can open your Community profile in an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites.

 

Below are the shortcut keys you can use depending on your browser type:

 

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

 

Once done, look for your previous post and click the Edit button to attach the photo. You can also create a new post and add the image. If this works, you have to clear your browser's cache to fix certain problems. If the same result, you can use another supported browser. 

 

In case you're now ready to reconcile your transactions to guarantee that your bank balance and QuickBooks are matched, check out this article for the detailed steps: Reconcile an account in QuickBooks Online

 

If there's anything else I can do to further help you in matching your credit card payments, please post a response below. I'm always available to help in case you need it. Have a good one.

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