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Level 1

Credit Card Account NOT an Option

To start off: I am new to bookkeeping and am finding out the lingo I use causes problems with actual bookkeepers and accountants, so if I use the wrong terminology, my apologies in advance.


The issue I'm having with QB Pro (online?) is setting up a credit card account. I have a utility bill that we have set up on auto pay with the company card. Historically, the company has tracked it only when the credit card statement comes through. The $ amount is filed under "Utility" for the expense account, and no big deal. However, I want us to get in the habit of actually tracking the original bill for the company, and then paying it by credit card within QB. 


All the instructions I've found to set up a credit card account are simple, except that I do not have "Credit Card" as an option when setting up a new account. In fact, there are NO liability accounts from which to choose. Am I doing something wrong? I follow the instructions to a T until this point, and there is nothing to choose from. See attached screenshot.

3 Comments 3
Fiat Lux - ASIA
Level 15

Credit Card Account NOT an Option

You have to make sure which QB platform you are using. QB Desktop Pro or QB Online? We can recommend different solutions for both platforms and you may get even more confused later on.

QuickBooks Team

Credit Card Account NOT an Option

Thank you for reaching out to the Community about your concern, kvandyke.

I can help and answer any questions you may have about QuickBooks. As mentioned by @ Fiat Lux – ASIA, we’ll have to know if you’re using the online or desktop version. This is to ensure we can provide the best solution.

Aside from that, I have to ask for more details on what you’re experiencing to check if we have an open investigation about the issue.  Have you tried checking your charts of accounts to see if there’s a liability account set up in the company? Did you encounter any errors when adding your credit card account? Also, can you send us a screenshot of what’s happening to your QuickBooks?

I appreciate any information you can provide. I’m looking forward to working with you again. Have a good one.

Level 1

Credit Card Account NOT an Option

Platform is Quickbooks Online Plus. Screenshot is attached.


Like I said, I've followed the instructions... and the solution seems simple enough. But the execution just does not exist.

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