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dallaskruse
Level 1
posted
‎October 26, 2017 11:18 AM
last updated ‎October 26, 2017 11:18 AM

How to record credit card payments?

I'm new to Quickbooks and apparently being an adult.

 

I have been going through the Lynda.com quickbooks tutorials. I am setting up all my accounts and such.

 

I downloaded my American Express transactions manually.

 

I have 2 questions:

1. how do I record a payment to my Amex? All I see in my Amex transactions are charges. I'm not sure how to record payments.

 

2. I have a list of about 100 charges to different places. They are all small miscellaneous charges. Is there a way to just have to auto-populate within my Amex charges or do I have to go 1 by 1 and tell QB which account and tax code they go under?

 

any help is appreciated.

 

 

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Best answer October 26, 2017
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AliciaRoy
Level 8
‎October 26, 2017 02:39 PM

How to record credit card payments?

Hi dallaskruse, 

 

No worries about being new, it takes time to get used to change and I'd be happy to lend a hand. 

 

For your first question, the following article shows the various ways you can record a credit card payment: https://community.intuit.com/articles/1145523. 

 

At this time, QuickBooks Online does require users to approve the For Review transactions before adding them to the program. This is to ensure that everything is being recorded properly. You do have the option to add the transactions in batch from the banking screen. Here's how: 

  • Go to Banking on the left navigation panel. 
  • Review all of the applicable transactions, making sure the data is correct.
  • Use the boxes on the left to select the transactions you'd like to add. 
  • Click on Batch actions and choose Accept Selected. 

Please feel free to let me know if you have any further questions or concerns. 

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1 Comment
AliciaRoy
Level 8
‎October 26, 2017 02:39 PM

How to record credit card payments?

Hi dallaskruse, 

 

No worries about being new, it takes time to get used to change and I'd be happy to lend a hand. 

 

For your first question, the following article shows the various ways you can record a credit card payment: https://community.intuit.com/articles/1145523. 

 

At this time, QuickBooks Online does require users to approve the For Review transactions before adding them to the program. This is to ensure that everything is being recorded properly. You do have the option to add the transactions in batch from the banking screen. Here's how: 

  • Go to Banking on the left navigation panel. 
  • Review all of the applicable transactions, making sure the data is correct.
  • Use the boxes on the left to select the transactions you'd like to add. 
  • Click on Batch actions and choose Accept Selected. 

Please feel free to let me know if you have any further questions or concerns. 

View solution in original post

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