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How do I add a credit card purchase?

 
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QuickBooks Team

Re: How do I add a credit card purchase?

I am delighted to have you here, @mfrumkin.

 

There are several ways to add your credit card purchase in QuickBooks. Let me guide you on how to do it.

 

First, you can enter credit card transactions through the Plus icon, here’s how:

  1. Go to the Plus icon at the top.
  2. Under Vendors section, click Expense.
  3. Choose a payee and select Credit Card on the Bank/Credit account.
  4. Fill out the necessary information in the in the Account details.
  5. Click Save and close.

Meanwhile, to enter credit card transactions via the Chart of Accounts, follow these steps:

  1. Go to Accounting menu at the left.
  2. Look for the Credit Card account then click the View Register link.
  3. Click on the Add expense drop-down menu and select the specific transaction type.
  4. Enter the necessary information.
  5. Click Save.

Alternatively, you can connect your credit card account with QuickBooks. Once completed, all you transactions will be downloaded automatically. You can refer to this article for more detailed steps: Connect bank and credit card accounts to QuickBooks Online.

 

To learn more about managing your transactions in QuickBooks, you can refer to these articles:

You can always swing by here in the Community if you have other questions. I'm just a few posts away.

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