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MarcusR
Level 1

Mixed charges and Credits on Credit card charges

In Quickbooks how do I enter a credit card charge that has mixed charges and credits.

Solved
Best answer March 22, 2020

Best Answers
Adrian_A
Moderator

Mixed charges and Credits on Credit card charges

We can create a credit card charges, MarcusR.

 

If the transactions has different customers, you'll have to manually enter a credit charge. I've got the steps on how to do it:

 

  1. From the Banking menu, select Enter Credit Card Charges.
  2. Select a customer in the PURCHASED FROM field.
  3. Enter a CLASS.
  4. Select either Expenses or Items.
  5. Enter an ACCOUNT, ITEM, AMOUNT, and CUSTOMER:JOB.
  6. Click Save and Close.

 

Afterward, you can run the Transaction Journal report to view the total debit and credit of the transaction. Here's how:

 

  1. Click the Customers menu, and then select Customer Center.
  2. Select a customer
  3. Right-click the credit card transaction.
  4. Select View Transaction Journal.

 

There you have it. I'm just a post-away if there's anything that I can help!

View solution in original post

2 Comments 2
Adrian_A
Moderator

Mixed charges and Credits on Credit card charges

We can create a credit card charges, MarcusR.

 

If the transactions has different customers, you'll have to manually enter a credit charge. I've got the steps on how to do it:

 

  1. From the Banking menu, select Enter Credit Card Charges.
  2. Select a customer in the PURCHASED FROM field.
  3. Enter a CLASS.
  4. Select either Expenses or Items.
  5. Enter an ACCOUNT, ITEM, AMOUNT, and CUSTOMER:JOB.
  6. Click Save and Close.

 

Afterward, you can run the Transaction Journal report to view the total debit and credit of the transaction. Here's how:

 

  1. Click the Customers menu, and then select Customer Center.
  2. Select a customer
  3. Right-click the credit card transaction.
  4. Select View Transaction Journal.

 

There you have it. I'm just a post-away if there's anything that I can help!

john-pero
Community Champion

Mixed charges and Credits on Credit card charges

Not sure I understand what you are looking for. Each charge on your credit card is either a charge or a credit. If you want to enter a credit such as for returned goods you start with the charge entry screen (Banking>EnterCCCharges) and toggle to credit entry by clicking the credit circle.

 

If you are entering one total charge per statement, you can enter both positivecsnd negative line items in the entry screen. If the purchases are from various vendors this will not track from whom you purchased

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