Purchasing item with Credit Card and reconciling the credit card account

Let me provide answers to your questions here in the Community space, @pw9.

For your first question, the right time to reconcile the payment that you've made depends on you. Mostly, reconciliation is done at regular intervals, such as monthly or quarterly, or every end of statement end date as part of normal accounting procedures. 

For your second and third concern, the credit card purchases will show depending on the transaction date when it was posted. Since your using a cash basis method of accounting, the payment that you've made will automatically reflect in the bank register.

In addition, I've included a guideline on how you can properly reconcile your accounts in QuickBooks Desktop (QBDT): Learn reconcile an account in QBDT.

In case you need to review your reconciliation report, you can follow these steps:

1. Go to the Reports menu and select Reports Center.
2. Open a Previous Reconciliation report.
3. Choose the account you reconciled and select either Detail, Summary, or Both.

That's it! Please let me know if there's anything else I can do to be of assistance. Wishing you and your business continued success in all that you do.

Thanks a lot Remond, I think you answered my questions.

PW9

I think you have answered my questions.

PW9

I'm glad that my colleague addressed your concern in QuickBooks, @pw9.

Also, I recommend visiting this website: QuickBooks Resource Hub. It contains helpful articles on how to efficiently manage reconciliation in QuickBooks Desktop.

Please know that the Community has your back if you need any assistance. I'm cheering on your continued success while using QuickBooks.