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Community Contributor **

Add job to credit card in reconciliation

We bill our costs to jobs. Many of these costs come through on our credit cards. Example - An employee buys a fuse on our credit card and the charge needs to go to XZY customer as COGS.

 

I'm looking for a fast, easy, all-in-one, place to enter the job info for each credit card charge. I can't find a place to do it (1) when I pull the credit card transactions in through Bank Feed or (2) by adding a column for job to the credit card register. 

 

After pulling the transactions through Bank Feed and getting them into the register, must I then open each transaction individually and code it to the job?

 

We're  tiny business. I can't imagine how a large company does this.

Solved
Best answer 09-03-2019

Accepted Solutions
Community Contributor **

Re: Add job to credit card in reconciliation

Thanks. There are so many of these little tweeks that would make QB better (for me). I look forward to seeing them come through development. 

 

D

2 Comments
QuickBooks Team

Re: Add job to credit card in reconciliation

Hello @dleblanc1,

 

Good to see you here in the Community.

 

Yes, right now that's the only way we can do is pulling the transactions through Bank Feeds and getting them into the register. Since this feature is not available in QuickBooks Desktop.

 

If you want to know about the latest updates and features in QuickBooks Desktop. You'll need to sign in to your account then go to Help.

 

Here's how you can see the future updates:

 

1. Go to Help.

2. Click New Features.

3. Select New Feature Tour.

 

qbdt latest update.PNG

 

Let me know if there's anything else I can do for you, I always have your back. Thanks for reaching out, wishing you and your business the best.

Community Contributor **

Re: Add job to credit card in reconciliation

Thanks. There are so many of these little tweeks that would make QB better (for me). I look forward to seeing them come through development. 

 

D

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