cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Active Member

What to do with credit card payments that were not sent to the bank account and setting in QB bank deposit from last year?

 
1 Comment
QuickBooks Team

Re: What to do with credit card payments that were not sent to the bank account and setting in QB...

Hi there, @sallie.

 

You can add the transaction that you manually input like an invoice, expenses, then match the transaction. I'll show you how to do it.

 

Here's how:

  1. Go to the Banking menu, then select Banking.
  2. On the For Review tab, select a transaction to open it.
  3. Select the Split button to open the Split Transaction window.
  4. Click a Category and enter an Amount for each category to assign to the transaction until the total amount matches the downloaded amount.
  5. Select Add Lines to add more categories, Reset to start over, or, if necessary, the trash can icon to delete a row.
  6. Click Save and Add.

 

Once done, the transaction is assigned to all of the categories you specified, saved to your register, and moved from the For Review tab to the In QuickBooks tab.

 

For more reference, you can read this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

Also, for future reference, on how to categorize downloads you can read this article: Match and categorize your downloaded bank transactions.

 

If you have any other concerns, don't hesitate to let us know. Have a good day!