How to enter a Bill paid via Credit Card (on Quickbooks Desktop Mac)

Thank you - that solution is what I was looking for.

Thanks for getting back here in the thread, @LekkerByDieSee.

I'm happy that my colleague was able to help you with your current situation.

You are always welcome to post here again if you have additional QuickBooks-related concerns. The Community team is always ready to assist you once again. Stay safe, and have a nice day!

After the bill is entered and paid via Credit Card it shows on the Expenses not assigned to jobs report. How are they cleared from the unassigned report? 

We're glad you've reached out here today, Lane2124. Let me share insights to ensure paid bills via credit card are marked billable on your reports.

When running expense reports in your desktop file, these transactions will depend on how you've filtered and customized your report. To help us confirm these paid expenses are assigned to a specific job or project, it's best to check that the bill transactions are marked as billable. This way, these entries will reflect the specific report and accounting details you're using. To do this:

1. Go to the Vendors menu and select Vendor Center.
2. Find and select specifc paid bill transaction.
3. In the Billable column, put a checkmark on the checkbox if you haven't yet.
4. Review the transaction and click Save and Close.

You can then run the report to review all billable expenses and add customization to ensure specific details and filters are visible.

Furthermore, I've included this guide to help you save the modifications added to your reports so you can quickly do it when needed.

We're always ready to back you up if you have additional questions about bill payments or vendor transactions. Feel free to leave them in the comments below, and we'll ensure to get you covered. Have a good one!

I get that I can select credit card to pay a vendor. But let's say I use Visa to buy $500 worth of paper for my print shop. I enter vendor, invoice number, pay via credit card. But now the end of the month comes in and I go to pay Visa. I enter March 2024 for $500 and pay the credit card. Am I not paying twice for the say item? $500 to paper vendor and $500 to Visa. I've used debit card for so long I never had to think about it. But Chase Bank wants me to use Credit Card for better security. I know there's something obvious I'm missing. Please advise. Thx.

Your confusion ends here, @OnPoint525. Allow me to shed light on paying for your purchases using a credit card in QuickBooks Desktop (QBDT) Mac.

When paying credit card expenses, rest assured you're not double-paying since the process of recording credit card payments is different. 

To do that:

1. Go to Banking and select Write Checks.
2. Choose the bank account you used for paying the credit card from the Bank Account dropdown.
3. Select the date of the payment and the name of the credit card company from the Pay to the order of dropdown.
4. Enter the amount of the payment.
5. Go to the Expenses tab and select the credit card account on the Account dropdown.
6. Select Save & Close.

For more information, please see this article: Set up, use, and pay credit card accounts. However, please note that this article is for QBDT Windows, but may also apply to the Mac version.

Additionally, reconcile your accounts in QBDT Mac to guarantee they match your bank and credit card statements.

Should you need additional guidance in paying down your credit cards in QBDT, please don't hesitate to reach out to the Community. We're always available to extend our support. Stay safe, and have a great rest of the day.

I own a print shop for reference.

That didn't work. I know how to pay off a credit card. No different than paying off a paper supplier or any other vendor. I did what you recommended and I paid VISA $2,500 but there's no way to show I paid $500 to three differenc paper warehouses; $350 to local hardware store for supplies; and so on. If I did what you recommend for the entire year, I'll have one vendor - VISA - and no one else. When I go to do my taxes, there would be no expenses such as rent, equipment lease, shipping, repairs, utilities, etc. Unless I'm missing something, the only solution is not to enter a bill for that specific card I use for all business purchases.

Is there something I'm missing here?

I just notice rea_M. I'm going to try that one.