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Level 2

Download Credit Card Transactions and Code to A Customer Job

After credit card (cc) transactions are downloaded from the bank feed into the express mode on the bank feed center, it's wonderful that you can quickly code to a COGS or Expense account, choose your vendor, and even class the cc charge. But you can't code it to a customer job?!!!! Am I missing something? Surely you can job cost your credit card expenses to the customer job from this window. You can do everything else, why not this????

3 Comments
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QuickBooks Team

Download Credit Card Transactions and Code to A Customer Job

Hello, @KingEnt

 

Make sure to setup the preferences that'll allow us to mark expenses as billable so you’ll be able to assign a Customer:Job on your purchase transaction. 

 

Let me walk you through the steps on how to do it:

  1. From the Edit menu, choose Preferences.
  2. Select Time & Expenses and go to the Company Preferences tab.
  3. In the Invoicing Options section, check the Mark all expenses as billable option.
  4. Click OK.

From here, you can now add the name from the Customer:Job column of the expense. 

 

Here's more information on how to track job costs in QuickBooks Desktop.

 

I'm always here to help you manage your account. Have a wonderful day!

Highlighted
Level 2

Download Credit Card Transactions and Code to A Customer Job

Thank you. This is not what I’m talking about. I’m talking about specifically credit card entries that are downloaded into Quickbooks.

Highlighted
QuickBooks Team

Download Credit Card Transactions and Code to A Customer Job

I can help you code your downloaded transactions to a customer job in QuickBooks, @KingEnt.

 

We can simply follow these steps below to code these transactions:
 

  1. Go to Banking and select Bank Feeds.
  2. Click Bank Feeds Center.
  3. Under the ACTION section, select Add More Details for the credit card transaction.
  4. Once there, click the Customer: Job drop-down to select the customer job.
  5. Click Add to QuickBooks.

You'll want to run the Custom Transaction Detail Report in QuickBooks Desktop. You can customize it to show the Customer:Job information for each credit card expense. Here's how:
 

  1. At the top menu bar, select Reports.
  2. Go to Custom Reports.
  3. Choose Transaction Detail.
  4. Click Filters.
  5. On the Search Filter tab, type-in Account.
  6. Click the Account drop-down arrow, and select Credit Card expense

 

That should do it! Feel free to leave a comment below if you need further assistance in coding your downloaded transactions in QuickBooks. I'll be there to help.

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