How and where do I add my credit card that I use for business expenses?

Hey there, Walts. Welcome to the Community. 

In QuickBooks, you can add the credit card that you use for your business expenses by going to the Chart of Accounts and creating a new account under Credit Cards. This way, you can put all your expense transaction within the created account.

Here's how: 

1. Go to the Gear icon. 
2. Under the Your Company column, select Chart of Accounts. 
3. Click New beside the Run report option. 
4. Select the Credit Cards option. 
5. Fill out the necessary fields such as the Save account under, Tax form section, Account name.
6. Press Save. 

Furthermore, you may want to connect your bank and credit card accounts in QuickBooks. This way, the transactions will automatically download and categorize. 

For further concerns or information regarding adding your credit card to QuickBooks, kindly enter your concerns in the reply button so that we can assist you. Have a great day. 

WHERE IS THE GEAR ICON???

I appreciate you joining this thread, Wethys.

I'm more than happy to help you locate the Gear icon. 

The Gear icon is located at the upper right corner of your Dashboard and is a common symbol used in user interfaces to represent settings or options. It indicates a menu where users can access various configuration settings for a particular application or system. 

I'm also adding this article to help you reconcile your accounts to ensure the accuracy of your books in the future: Reconcile an account in QuickBooks Online.

Get back to this post if you have follow-up questions about navigating your account or other concerns you may have. I'll be sure to assist.

How do I add a credit card for desktop user

Greetings, @Jason217.

You can add a credit card in QuickBooks Desktop (QBDT) through the payment method lists. Here’s how:

1. Navigate to the Lists menu.
2. Select Customer & Vendor Profile Lists, then click Payment Method List.
3. Open the Payment Method dropdown menu and click New.
4. Fill in the Payment Method and Payment Type fields. Note: Ensure the Payment Method matches the Payment Type to avoid errors when processing payments.
5. Click OK to save.
6. To add another credit card, click Next and repeat the process.

However, if you’re referring to adding a credit card in the Chart of Accounts to track the charges and payments. Here’s how:

1. Go to the Company menu and select Chart of Accounts.
2. Click Account or the plus + icon, then choose New.
3. From the account options, select Credit Card, then click Continue.
4. In the Add New Account window, enter the credit card name. Note: If you're setting up a sub-account, check the Sub account of box and select the parent account from the dropdown list.
5. Select Enter Opening Balance and enter the credit card’s starting balance and date.
6. Once done, press Save & Close.

You can also refer to this article to learn more about setting up credit card accounts: Set up, use, and pay credit card accounts.

If you have any other concerns, please feel free to click Reply.