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sealearth70
February 25, 2024
Question

Credit Card feed

  • February 25, 2024
  • 2 replies
  • 11 views

We are a small business, new to QB. We have bank feeds setup and transactions move to the Register as expected. We setup a credit card feed and the transaction all appear in the Bank Feed Center. 

First question: The charges are business expenses. Is it best to move each charge to the Register or to move the monthly payment, then split the payment into the individual charges after it is in the Register? We have rules setup for the individual charges and they are displaying correctly in the Bank Feed Center. Can the charges within payment be linked together (split) before the payment item is sent to the Register? The "Add more details" work area is very tedious.

 

Second question: When we send a charge to the Register, (click ADD) nothing displays in the Register. The charge is just gone. It doesn't got to the Register, as the Bank Feed does. It isn't in the Vendor Center/Credit Card. 

What are we missing on the Credit Card Feed workflow?

2 replies

I
Irene RQuickBooks Team
QuickBooks Team
February 25, 2024

I appreciate posting your transaction inquiries in the Community, Sealearth70.

 

Let me share insights regarding your credit card fee transaction and charges in your QuickBooks Desktop (QBDT).

 

When moving your credit card expense charges to your register, it is best to enter them individually rather than transfer them monthly and then split them afterward to have a precise and detailed categorization of your expenses since you have rules set up for the individual charges. In doing so, I recommend reaching out to your accountant for further guidance on ensuring the allocation of the charges.

 

If you need an accountant for your business, I can help you find one. You can visit this page to search for an accountant: Find a QuickBooks ProAdvisor.

 

Regarding your second question about the charge that didn't appear on your Register, but reflected on your Bank Feeds. To resolve this matter, ensure the charges are allocated to the correct credit card account. You can review your transactions by following the steps below:

 

  1. Go to the Banking menu.
  2. Choose Bank Feeds, then select Bank Feeds Center and review the transactions in each category.

 

You can check out this article for more information on adding and matching transactions in QBDT.: Add or match bank feed transactions in QuickBooks Desktop.

 

Furthermore, you can utilize this article to learn about turning off bank feeds for a specific account in your QBDT: Disconnect Bank Feeds for an account in QuickBooks Desktop.

 

Don’t hesitate to comment below if you have further inquiries about your bank transaction in QBDT. I’ll be here to assist you at any time.

S
sealearth70Author
February 27, 2024

In response to my first question about linking individual sales to one credit card payment. All sales from the vendor are the same category, so there is little chance for error. But, it appears that this is not possible. So, each sale will need to be manually, (time consuming) added after the payment is in the register using splits. The addition of rules to the Credit card feed was a waste of time, apparently.

For the second question, the bank feeds appear correctly in the register. The credit cards do not appear anywhere. There is only one credit card account. When looking in the Bank/Credit Card Feed Center, the items that were moved appear in the "Added to Register" tab, but they are NOT in the register when it comes from the credit card. Before the item was sent, we attempt to match to an existing transaction, but there is no content. 

Is there a setting this was missed to enable the Credit Card feed to work? It is strange that only the Bank Feed works.

Thank you.

S
sealearth70Author
February 27, 2024

We now see that all of the Credit Card transactions that were moved for 2023 that are NOT in the Register ARE showing up in the reports. Since we did not see them in the register previously, I manually added them to the splits for each payment. Now, I need to go to each category of the report, confirm that the transaction is in a split and then delete it from the report. This is for all of 2023. VERY disappointed and disgusted at the functionality or lack of it. ( My day job is an application developer for EPIC, so I know this is a very big glitch in your program build) Or else in your training or help pages, if I have missed a setting.

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