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Join nowI can help you add the credit card charges, @kris50.
In QuickBooks Online, you can enter your credit card charges as Expenses. From there, you can select a category so you can post the amount individually. I'll show you how.
For further guidance, please see this article: Enter and Manage Expenses.
I also recommend reconciling your account in QuickBooks. This ensures your bank and credit card statements match.
In addition, I've included this material that contains detailed information about recording invoice payments manually: Record invoice payments in QuickBooks Online.
In case you need further assistance recording the credit card charges, I'd suggest getting back on this thread. It's my top priority to help you complete your QuickBooks task.
The best way for me to enter credit card charges is to link the credit card to QB then I can categorize the charges as expenses. You can also add the credit card manually to your charts of account without linking If you cannot link or you have charges from a non business cc that are business, you can manually expense them, be sure not to forget about recording payment of those charges. For example, if a company accidently used a personal cc and needs to account for those business charges, I would payoff those charges with business cash/bank account and expense them for tracking. In common situations, it is best to link cc or enter on chart of account and categorize expense from there. Hopefully these examples were helpful.
do we also enter the cash advances from the credit card how we did with he charges , payments , and credits?
Yes, stap10. You can enter the credit card cash advance in QuickBooks Online like how you did with the charges, payments, and credits.
Simply create an expense transaction to keep track of it. This gives a more complete picture of your business and profit. I'll show you how:
See this extra guide to find out more about handling vendor transactions: Learn the difference between bills, checks, and expenses in QuickBooks Online. It also includes information on how you can pay bills using different methods.
Let me know if you still have questions or concerns about banking or QuickBooks. I'm always here to assist you. Take care and have a good one.
Important Note... If you opt to link the credit card you can exclude individual charges during the categorization process that are not business related.
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