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mpavlat
Level 1

How do you enter credit card charges in register? using simple start online

I cannot use my bank account online.  I have to do everything manually
2 Comments 2
john-pero
Community Champion

How do you enter credit card charges in register? using simple start online

Do not view having to manually enter transactions a bad thing. Connected accounts don't always work like you would think.

 

First you need your credit card to be a cc type account in your chart of accounts. You can add it ahead of time or on the fly, every account field dropdown includes <add new> option.

 

To enter cc charges you use the Expense enter screen accessed from "+", vendors. The only specific option just for cc is Enter cc credit which is strictly for returns or discounts.

 

Record a payment to the cc company by recording a check ("+" write check) with the aforementioned cc account from your COA as the detail

 

If you reconcile the account to the statement prior to paying a popup will prompt to create a payment check 

john-pero
Community Champion

How do you enter credit card charges in register? using simple start online

This article is 3 years old so the interface will look a little different from what you see and those pesky ads. But the video and the content will explain in more detail what I just outlined above regarding manual entry of credit card transactions

https://fitsmallbusiness.com/how-to-manually-enter-business-credit-card-transactions-in-quickbooks-o...

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