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ajj1118
Level 2

on my credit card purchases expenses and item tabs do not match

I am using QB 2019 Desktop. When entering billable expenses on credit card purchases Expenses tab and the billable items on the Items tab I get the warning "The transaction is not in balance. Make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form. The totals are exactly the same in all three fields : Amount, Expenses and Items. What is the issue?

Solved
Best answer January 27, 2019

Best Answers
Anonymous
Not applicable

on my credit card purchases expenses and item tabs do not match

If both expenses and items are the same as the amount, then that is why you're getting the error.  Combined, they should add up to the check total amount.

View solution in original post

ajj1118
Level 2

on my credit card purchases expenses and item tabs do not match

Thank you BRC. So, as I enter expense items that are billable,  I only enter these in the Items tab. Is that correct?

View solution in original post

Anonymous
Not applicable

on my credit card purchases expenses and item tabs do not match

Enter each detailed line item of a check on one tab or the other, but not both.

You can use both tabs on a check, but not for the same line item.

View solution in original post

4 Comments 4
Anonymous
Not applicable

on my credit card purchases expenses and item tabs do not match

If both expenses and items are the same as the amount, then that is why you're getting the error.  Combined, they should add up to the check total amount.

ajj1118
Level 2

on my credit card purchases expenses and item tabs do not match

Thank you BRC. So, as I enter expense items that are billable,  I only enter these in the Items tab. Is that correct?

Anonymous
Not applicable

on my credit card purchases expenses and item tabs do not match

Enter each detailed line item of a check on one tab or the other, but not both.

You can use both tabs on a check, but not for the same line item.

ajj1118
Level 2

on my credit card purchases expenses and item tabs do not match

Awesome BRC. Makes sense now that you make this clear.

Thanks again,

 

 

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