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When I make a credit card payment from my checking, then set it as a "transfer." When I find this transaction on the card card do I call it a transfer or match?

 
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Best answer December 15, 2019

Best Answers
QuickBooks Team

When I make a credit card payment from my checking, then set it as a "transfer." When I find this transaction on the card card do I call it a transfer or match?

It looks like the payment is downloaded using online banking, Luxurytoyx.

 

The easiest way to record the payment is to transfer it from the checking account, then match it from the other account. You can either call it a transfer or a match.

 

Let me show you on how you can transfer the payment:

  1. Click Banking, then go to the Banking tab.
  2. Select the checking account, then click the credit card payment. 
  3. Click the Record transfer radio-button.
  4. Under Select transfer account, choose the credit card account.
  5. Click Record transfer.

Attached is a screenshot for better guidance.

SC.PNG

I'll include the article about recording credit card payments for more details. 

 

Of course, you can always post in the Community if you have other concerns. We're here to lend a hand. 

View solution in original post

1 Comment
QuickBooks Team

When I make a credit card payment from my checking, then set it as a "transfer." When I find this transaction on the card card do I call it a transfer or match?

It looks like the payment is downloaded using online banking, Luxurytoyx.

 

The easiest way to record the payment is to transfer it from the checking account, then match it from the other account. You can either call it a transfer or a match.

 

Let me show you on how you can transfer the payment:

  1. Click Banking, then go to the Banking tab.
  2. Select the checking account, then click the credit card payment. 
  3. Click the Record transfer radio-button.
  4. Under Select transfer account, choose the credit card account.
  5. Click Record transfer.

Attached is a screenshot for better guidance.

SC.PNG

I'll include the article about recording credit card payments for more details. 

 

Of course, you can always post in the Community if you have other concerns. We're here to lend a hand. 

View solution in original post

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