credit card credit issued by my card company

C_Geil · ‎August 25, 2023

I'm working on QB Pro 2014 desktop. My credit card company issued a corrective credit to my credit card account. I have no idea what it is for, but the explanation they gave was an outstanding credit balance for a disputed amount, no date or vendor name for the dispute was provided. I need to know how to post this credit to my card. I tried entering a refund/credit to the card, however, I don't have a vendor name to enter in the "purchased from" box.

MirriamM · ‎August 25, 2023

Hi there, C_Geil. I'm here to lend a hand.

You can save the credit card refund/credit transactions without entering a vendor name. Just ensure to select the credit card account from the Credit Card ▼ dropdown and enter the amount. But if you want to enter a vendor from the Purchased From ▼ dropdown, I recommend contacting your credit card provider to verify where the credit is coming from.

For more details on handling credit card accounts in QuickBooks Desktop, see this article: Set up, use, and pay credit card accounts.

For best practices in reconciling your account in the future, here's an article you can check for a guide: Reconcile account in QuickBooks Desktop.

If there's anything else you need help with in managing your transactions, feel free to visit the Community again. We're here to help. Have a great day!

View solution in original post

MirriamM · ‎August 25, 2023

Hi there, C_Geil. I'm here to lend a hand.

You can save the credit card refund/credit transactions without entering a vendor name. Just ensure to select the credit card account from the Credit Card ▼ dropdown and enter the amount. But if you want to enter a vendor from the Purchased From ▼ dropdown, I recommend contacting your credit card provider to verify where the credit is coming from.

For more details on handling credit card accounts in QuickBooks Desktop, see this article: Set up, use, and pay credit card accounts.

For best practices in reconciling your account in the future, here's an article you can check for a guide: Reconcile account in QuickBooks Desktop.

If there's anything else you need help with in managing your transactions, feel free to visit the Community again. We're here to help. Have a great day!

C_Geil · ‎August 26, 2023

Thanks very much. This worked just fine.

Rubielyn_J · ‎August 26, 2023

It's a pleasure to have you here again, @C_Geil.

I’m glad that my colleague MirriamM was able to help with your concern.

Please know that you’re always welcome to post in the Community space for any QuickBooks concerns you may have.

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.

Let us know if you have other questions in managing your credit card credit. We'll be happy to lend a helping hand. Stay safe!

Vivimarce · ‎May 10, 2024

Como puedo categorizar los pagos de la tarjeta de credito de la empresa para que aparezca en el reporte de pérdidas y ganacia en quickbooks online? Gracias

RhoiceW · ‎May 10, 2024

Hola, Vivimarce.

Puedo ver que publicaste dos veces en este foro. Haga clic en el enlace para ser redirigido a la publicación original respondida por mi colega: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-how-can-i-correct-quickbo...

Para que nuestra conversación sea más fácil de seguir, publique cualquier pregunta o comentario de seguimiento en el mismo hilo.

Si tienes alguna otra pregunta, no dudes en comentar en la Comunidad. Siempre estamos aquí para echar una mano.

Tenga en cuenta que esta publicación se creó originalmente en inglés y se tradujo al español utilizando la herramienta Google Translate.

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Hi there, Vivimarce.

I can see you posted twice on this forum. Click the link to be redirected to the original post answered by my colleague: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-credit-card-payment/01/1...

To make our conversation easier to follow, please post any follow-up questions or comments in the same thread.

If you have any other questions, feel free to comment in the Community. We are always here to lend a hand.

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credit card credit issued by my card company