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Level 3

Credit card charge in profitability report

Is it possible to make credit card charges and checks show as 'Paid' on the profitability reports?  Those items are obviously paid immediately so I don't see what the benefit of showing them unpaid would be.  It might make sense to show unpaid if the cc bill hasn't been paid or the check hasn't cleared but we have current projects that have 2 year old 'Unpaid's.

Solved
Best answer July 06, 2020

Best Answers
QuickBooks Team

Credit card charge in profitability report

Hi there GalinMcMahon. Marking bills as paid is a part of the workflow when things come in from the bank feeds. To do so just follow these quick steps:

  1. Go to your Bank Feeds page.
  2. Put a check mark on the transaction.
  3. Go to the Action column.
  4. Choose Select Bills to Mark as Paid.
  5. Enter the appropriate information.
  6. Select Add to QuickBooks.

Now the bill will be marked as paid. If you want a bit more detail about the process we have an article about adding and matching bank feed transactions. The article goes over the entire process including other situations you may run into. Getting a good understanding of the way matching transactions works will definitely put you a step ahead going forward, but if you need anything else just leave a reply below so I can be sure to get back with you. Have a great rest of your day. 

View solution in original post

1 Comment
QuickBooks Team

Credit card charge in profitability report

Hi there GalinMcMahon. Marking bills as paid is a part of the workflow when things come in from the bank feeds. To do so just follow these quick steps:

  1. Go to your Bank Feeds page.
  2. Put a check mark on the transaction.
  3. Go to the Action column.
  4. Choose Select Bills to Mark as Paid.
  5. Enter the appropriate information.
  6. Select Add to QuickBooks.

Now the bill will be marked as paid. If you want a bit more detail about the process we have an article about adding and matching bank feed transactions. The article goes over the entire process including other situations you may run into. Getting a good understanding of the way matching transactions works will definitely put you a step ahead going forward, but if you need anything else just leave a reply below so I can be sure to get back with you. Have a great rest of your day. 

View solution in original post

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