cancel
Showing results for 
Search instead for 
Did you mean: 
Anonymous
Not applicable

I am tracking payments to credit cards from my bank and to my credit cards with accounts linked to QB. How do I avoid counting the expense twice?

 
1 Comment
MarsStephanieL
QuickBooks Team

I am tracking payments to credit cards from my bank and to my credit cards with accounts linked to QB. How do I avoid counting the expense twice?

Hi there, @Anonymous.

 

The feature to get the reports about the expense transactions and your bank transactions is unavailable. You may see these features on the higher versions of QuickBooks Online.

 

No worries, there's no stopping us from making a creative way to evaluate your expenses!

 

You can get your bank transactions from your bank's website via .xlsx (Microsoft Excel file). Then, in your spreadsheet add a column to verify if you have already checked the specific transaction in QuickBooks Self-Employed (QBSE).

 

I've added this article that may help you in your future task: Handle duplicate transactions in QuickBooks Self-Employed.

 

Let me know in the comment section below if you have other question. I'd be very glad to help you further. Take care!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us