Posting credit card charges to an Item instead of Expense

jdiformato · ‎December 05, 2023

My company has a few credit cards which are linked in bank feeds and imported with a QBO file. We utilize the Items tab instead of the Expense tab when entering expenses. Each month I import all of the credit card transactions through Bank Feeds. In Advanced Mode, I select the Payee and the Expense Account and then Add. In order to categorize each expense as an Item, I have to open up each transaction individually once they're Added to Register to delete the charge from the Expense tab and then add it to the Items tab. Is there a way to add the Item field to the Bank Feeds Center so I can itemize each transaction as I add them to the register instead of picking an Account?? I'm doubling my work and wasting a ton of time having to do these extra steps for hundreds of transactions.

GlinetteC · ‎December 05, 2023

Thank you for reaching out to us with your query regarding a way to add an Item field to the Bank Feed, jdiformato.

I'm here to share some insights about this matter.

We appreciate your interest in this feature and understand its importance for streamlining your accounting processes. However, this functionality is unavailable within the software. For now, you can continue each transaction individually, delete the charge from the Expense tab, and then add it to the Items tab, which can be time-consuming for large volumes.

We understand that this limitation may cause inconvenience for you. I encourage submitting a feature request for the ability to add an Item field directly to our development team. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks.

Go to the Help menu on the upper right side.
Select Send Feedback Online and choose Product Suggestion.
Type your comments in the box.
Click Send Feedback.

In addition, you can proceed with reconciling your account to ensure accuracy and help identify discrepancies or errors in the financial records.

Please notify me if you have more questions about handling credit card charges or other banking concerns. It's my pleasure to help you. Take care.

View solution in original post

GlinetteC · ‎December 05, 2023

Thank you for reaching out to us with your query regarding a way to add an Item field to the Bank Feed, jdiformato.

I'm here to share some insights about this matter.

We appreciate your interest in this feature and understand its importance for streamlining your accounting processes. However, this functionality is unavailable within the software. For now, you can continue each transaction individually, delete the charge from the Expense tab, and then add it to the Items tab, which can be time-consuming for large volumes.

We understand that this limitation may cause inconvenience for you. I encourage submitting a feature request for the ability to add an Item field directly to our development team. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks.

Go to the Help menu on the upper right side.
Select Send Feedback Online and choose Product Suggestion.
Type your comments in the box.
Click Send Feedback.

In addition, you can proceed with reconciling your account to ensure accuracy and help identify discrepancies or errors in the financial records.

Please notify me if you have more questions about handling credit card charges or other banking concerns. It's my pleasure to help you. Take care.

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Posting credit card charges to an Item instead of Expense

Posting credit card charges to an Item instead of Expense

Posting credit card charges to an Item instead of Expense

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