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Pinnacle VS
Level 1

Do you know of a good way to handle transactions on one company credit card on behalf of two separate QBO companies/FEIN #'s?

 
1 Comment
MaryAnn_E
QuickBooks Team

Do you know of a good way to handle transactions on one company credit card on behalf of two separate QBO companies/FEIN #'s?

Thanks for reaching out to us, @Pinnacle VS.

 

You can exclude the transactions that can be found under Batch actions from your Banking tab in the two separate QuickBooks companies.

 

Let me share the steps on how to do it below:

  1. Go to the Banking menu on the left panel.
  2. Choose the Banking tab.
  3. Check the box for beside the transactions you want to exclude.
  4. Click the Batch actions drop-down and choose to Exclude Selected.

 

I've got a great article for you that provides additional details on excluding transactions. You can view it by clicking this link: How to exclude expenses from downloaded bank transactions?.

 

For future reference, check out this article on how to review bank and credit card transactions after you download them: Download, match, and categorize your bank transactions in QuickBooks Online.

 

Drop me a reply if you have any follow-up questions about excluding transactions. I'm always happy to help.

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