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usertmoney
Level 1

I have Simple Start. Is there a way for me to list line items on my credit card, say Insurance on one line item and Materials on another, record that and pay it?

 
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ReyJohn_D
Moderator

I have Simple Start. Is there a way for me to list line items on my credit card, say Insurance on one line item and Materials on another, record that and pay it?

You can count on me, @usertmoney.

 

If you mean you want to record line items on a credit card credit transaction, this isn't an option in QuickBooks Online Simple Start. You can consider upgrading your subscription to start tracking them.

 

Another option is to select the right categories from the list. To create a credit card credit:

 

  1. Click the +New button.
  2. Choose Credit card credit under the Vendors section.
  3. Go to the Category section, and then choose Insurance and Materials.
  4. Click Save and close.
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Then, it's time to record the payments you made using your credit card. This way, you can track your expenses correctly and maintain accurate financial records.

 

Here's how to do it:

 

  1. Click +New, and then select Pay down credit card.
  2. Fill out all the info needed.
  3. Click Save and close.
    d930.PNG

Also, you have other options in recording credit card payments. For more details, please refer to this article: Record your payments to credit cards.

Lastly, you can run some vendor reports to keep track of these transactions.

 

Feel free to comment back below if you have more questions about managing your transactions. I'd be happy to give you other tips and insights.

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