Payments - Bank Feed / Credit Card

Matching credit card payments in QuickBooks Desktop (QBDT) helps keep your transactions organized and accurate, Deadwood. Aligning recorded payments with downloaded transactions streamlines reconciliation, prevents discrepancies, and simplifies bookkeeping.

In QBDT, you can match the recorded credit card payments with the downloaded transactions instead of marking them as ignored. It will ensure that both records are aligned and cleared correctly.

Here's how:

1. Go to the Banking menu.
2. Hover over Bank Feeds and select Bank Feeds Center.
3. Review the transactions in each category.
4. Then, match transactions for the bank feeds mode you use.

You can find detailed information about each mode and how they work in this link: Add or match bank feed transactions. Follow the steps for the mode you use and finish matching your transactions.

Once matched, the payments will be cleared from your reconciliation process, keeping your accounts accurate.

Additionally, you can add credit card payments directly within the program in the future. It will help you avoid manually entering payments and streamline your process.

Once everything is fine, your next step is to perform the reconciliation process to ensure the balance of your accounts in QBDT matches your real-life bank statements.

Let me know if you have further concerns with handling credit card payments in QuickBooks. I'm always ready to give necessary assistance and resources.

Thanks, but you didn't say HOW to add or match payments, so I still know nothing more than when I first asked the question. I wasn't looking for the theory of how it was supposed to work, I was looking for the specific actions I need to do to make it work.

Hi there, Deadwood Al. I can show you the steps for matching your bank transactions in QuickBooks Desktop (QBDT).

You can match your payments by going to the banking section in your QBDT.

Here's how:

1. Go to Banking, select Bank Feeds, and then Bank Feeds Center.
2. Open the Match Transactions window, and from the Financial Institution dropdown, make sure the correct bank account is showing.
3. Select View.
4. Download and view the electronic statement.
5. In the Match Transactions window, make sure the Show Register checkbox is selected.
6. Select the transaction in the statement that you need to match to a transaction in the register.
7. Then select the transaction in the register to match to. Make sure the amounts match.
8. Select Match.

After you've successfully matched the transaction, you can now proceed to reconcile your account. This way, your books will be balanced and accurate.

Leave a comment if you still have concerns about matching your bank transactions. We're always here to help.