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How to input receipts for office supplies, gas, etc.

HELP!

I am currently using QuickBooks Desktop Pro 2019. I have a bunch of receipts from my manager who is a realtor. She wants me to input them all into quickbooks. She's already bought and paid for everything, there are no bills. Receipts only. My question, is where to input these? Do I put them under 'Enter Bills' and then pay them (even though they've already been paid?). Or do I go to the 'Banking' tab and 'Enter Credit Card Charge' since she bought everything from her credit card? I'm so confused as to where to input these receipts. Any help would be appreciated!!! Thank you!

1 Comment
QuickBooks Team

Re: How to input receipts for office supplies, gas, etc.

Welcome aboard to the Intuit Community, khall4600.

 
The Enter credit card charges feature can help track charges and the payments made for your credit card. Let’s create the account and then enter the transactions.

 

  1. In your company file, tap the Lists menu to choose the Chart of Accounts tab.
  2. From the list, scroll down to select Account and then click the drop-down to pick New.
  3. On the Account page, mark the radio button for Credit card and hit Continue.
  4. Enter the credit card information in the Account Name field.
  5. Select Enter Opening Balance to input the amount.
  6. Type in the Statement Ending Balance and Statement Ending Date information and then hit OK.
  7. Once done, click Save & Close.
    credit card charge.png credit card charge.1.png credit card charge.2.png credit card charge.3.png


Now, let’s go ahead and record the credit card transactions. Here’s how:

 

  1. Go to the Banking menu and choose the Enter Credit Card Charges tab to open the Credit Card Purchase/Charge screen.
  2. Select how you want to record the entry: Purchase/Charge or Refund/Credit.
  3. In the Purchased from the drop-down, enter the vendor and then type the date in the correct field.
  4. Go to the Expenses or Items tab to track the transactions.
  5. Click Save & Close.
    credit card charge.4.png credit card charge.5.png

For more information about the process, check out the Setup, use, and pay credit card accounts article. It contains detailed steps on how to pay credit card charges.


Reach out to me whenever you have additional questions while working in QuickBooks. I’ll be right here to assist further. Enjoy the rest of the day.

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