I recently connected a credit card with 50 card users. How do I ensure the transactions are allocated to the specific card user?

Hi, Silvana.

You can use class tracking feature to assign a specific user to your credit card transactions.

To begin, turn on Track classes option in QBO. Once done, create classes to assign users or categories to transactions for better organization and tracking.

Once you've completed the steps above, you can assign a class to a specific transaction.

Here's how:

1. Select the transaction you want to allocate.
2. Locate the Class field and click dropdown button.
3. Select the class you created.
4. Click Confirm.

You can refer to this article to know more about class tracking: Get started with class tracking.

If you have other questions, don't hesitate to add a reply.

Hi Silvana, Just checking in to see if the solution we shared worked for you. Did it fix your concern, or are you still having trouble? Happy to help if you need any more assistance!