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Level 1

Updating Statement Charges with Item Details

I bill my client monthly for all hourly fees and reimbursable expenses. I import the credit card charges from my bank feed into my credit card account, then add them as statement charges along with the hourly consulting fees. When the charges are added to the customer and job, there is no item there. I want to update the item so that expense for airfare is specified as Client Airfare Expense item yet when I do that, it changes the statement charge to zero. See attached. How do I easily import the credit card charges to the customer statement with the correct item selected without this issue? In the first image you can see the statement charges, in the second image you can see when I try to update the item it zeros out the amount for that statement charge.

 

2019-01-05 00_04_42-High Rise Talent Consulting Inc  - QuickBooks Desktop Pro 2019 - [QC Consulting .png

2019-01-05 00_07_28-High Rise Talent Consulting Inc  - QuickBooks Desktop Pro 2019 - [QC Consulting .png

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Best answer 01-05-2019

Accepted Solutions
Level 1

Re: Updating Statement Charges with Item Details

I figured it out.  I was entering the credit card entries as purely expenses instead of items.  By using items, this feeds over correctly into the customer statement. 

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2 Comments
Level 1

Re: Updating Statement Charges with Item Details

I figured it out.  I was entering the credit card entries as purely expenses instead of items.  By using items, this feeds over correctly into the customer statement. 

View solution in original post

Level 15

Re: Updating Statement Charges with Item Details

You want Two Sided Items. You need to show the expense reason, such as Supplies or Travel. The Sale is always Income. Please see my attachment.

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