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lucyav087
Level 2

How do I record a payment made from a checking account (hooked up to QB) to a credit card account NOT hooked up to QB online?

Funds already went out from main checking account and transaction is sitting on the "review tab" field. I have three options: ADD, Match and Transfer. But the credit card that is being paid is NOT hooked up to QuickBooks online.
Solved
Best answer January 30, 2019

Best Answers
Pete_Mc
Community Champion

How do I record a payment made from a checking account (hooked up to QB) to a credit card account NOT hooked up to QB online?

Actually using the Banks Feed really has nothing to do with making payments.  So it doesn't matter that the CC Acct is not connected.

 

When you made the payment you put in the CC (whomever they say to make the check out to) as the Payee, but what did you put in for the corresponding Acct?  Did you put the CC Acct you have in QBO?

 

It sounds like you may not have (if you didn't, it's really bad that QBO let you continue).  So it sounds like you want to select Transfer and choose your CC Acct in QBO.

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2 Comments 2
Pete_Mc
Community Champion

How do I record a payment made from a checking account (hooked up to QB) to a credit card account NOT hooked up to QB online?

Actually using the Banks Feed really has nothing to do with making payments.  So it doesn't matter that the CC Acct is not connected.

 

When you made the payment you put in the CC (whomever they say to make the check out to) as the Payee, but what did you put in for the corresponding Acct?  Did you put the CC Acct you have in QBO?

 

It sounds like you may not have (if you didn't, it's really bad that QBO let you continue).  So it sounds like you want to select Transfer and choose your CC Acct in QBO.

lucyav087
Level 2

How do I record a payment made from a checking account (hooked up to QB) to a credit card account NOT hooked up to QB online?

Yes, that is what I did. Selected "transfer" and entered the CC being paid. Thank you. 

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