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Join nowI'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.
Solved! Go to Solution.
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:
Please feel free to let me know if you have any further questions or concerns.
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:
Please feel free to let me know if you have any further questions or concerns.
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