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Community Explorer **

How to correctly enter and bill Credit Card charges against a customer

I thought I should enter an item under "Enter Credit Card Charges" icon, show as a Reimbursable Expense (an Account I created) and then choose the customer.

 

When I bill the customer, the item correctly shows up under Add Time/Costs and all is seemingly well.

 

But then when I go to pay my credit card, the items appears in the list of other credit card charges and if I look at Unbilled Expenses by Customer, it shows the charge again against the customer.

 

Clearly I am not doing this right. Any advice? Again, using DESKTOP, not online.

3 Comments
QuickBooks Team

Re: How to correctly enter and bill Credit Card charges against a customer

Hello jtnj,

 

From what you've described, it looks like you're trying to do some job costing for your customer. It sounds like you're on the right track with your process, so it may be a simple matter of a step missed somewhere along the way. Not to worry, I'll help you sort this out.

 

I recommend starting with the Track job costs in QuickBooks Desktop article. It has easy-to-follow instructions that take you through the set up and completion process step-by-step. Using the Enter Credit Card Charges feature is also an option mentioned in the article, so you're okay to use that.

 

Next, read through Set up, use, and pay credit card accounts to ensure that your cards have been set up correctly in the program so that you can use and pay their bills without issues.

 

If after reading these two articles everything seems to be okay, reach out to our phone support team at 1-877-772-9158 so we can take a closer look at how you've got things set up and how you're entering the transactions. The 24-hour Pro and Premier support team can lend a hand at your convenience. Enterprise agents are available Monday to Friday between 9 a.m. and 8 p.m. EST.

 

For your reference, check out the Intuit QuickBooks Desktop software support policies.

 

I hope that helps. Enjoy your weekend!

Community Explorer **

Re: How to correctly enter and bill Credit Card charges against a customer

Thanks for the reply but as with almost everything QB, this seems like an overly complicated, long process to achieve what should be one or two simple steps.

 

I'll keep looking for a better solution.

Community Manager

Re: How to correctly enter and bill Credit Card charges against a customer

Hello jtnj,

 

Entering billable credit card charges in QuickBooks is easy as described by our colleague LauraAB. 

  1. Enter a Credit Card Charge. 
  2. Enter an invoice for the charge and receive the payment.
  3. Write a check to pay the charge. 

It's important for us to get to know more about our customers. I'll definitely pass along your feedback to our engineers. 

 

Let us know if you need anything else. We'll be right here to help.