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dsab
Level 2

Using the bank link our credit card charges for purchases come through just fine. If a vendor issues a credit they come through as a charge also rather than a credit?

 
3 Comments 3
RoseJillB
QuickBooks Team

Using the bank link our credit card charges for purchases come through just fine. If a vendor issues a credit they come through as a charge also rather than a credit?

Hi there, @dsab.

 

That is very unusual behavior. You’re correct that if your vendor issues a credit to you, this should appear as a credit rather than a charge. In this instance, I can walk you through correcting this in your QuickBooks Online (QBO) company to record the transactions correctly.

 

First off, if these usually happens to these type of transactions in your credit card account. You’ll want to check your account set up. It could be that you have set this up as a bank account rather than a credit card.

 

After that, you exclude this transaction from your bank feeds and manually enter the vendor credit in your company file. Here’s how:

 

  1. Go to the Banking menu in the left panel and choose Banking.
  2. In the For Review tab, select the particular transaction you are referring to.
  3. Tap on the Exclude button.
  4. Go to the Excluded tab, and select the transactions again.
  5. Press the Delete button.

 

Then, proceed to these steps to manually record the credit card credit:

 

  1. Click the + New icon and select Credit card credit.
  2. Then, enter all the necessary information.
  3. Tap the Save and close button.

 

Moreover, finish up your tasks by categorizing and matching the transactions to add them to the correct accounts. Once done, reconcile them to avoid any discrepancies.

 

Please know that you can always post your concerns here if you need further assistance with your bank transactions. Have a good one!

dsab
Level 2

Using the bank link our credit card charges for purchases come through just fine. If a vendor issues a credit they come through as a charge also rather than a credit?

Thanks for the reply.  I did check and it is set up as a credit card - or in the chart of accts under detail type it says credit card.  In fact I have 2 credit Card accounts and both are behaving this way. 

There must be a setting somewhere that is off? 

We have a number of credits every month and it would be a pain to catch these transactions, delete them and re-enter them?

 

thoughts from anyone?

Thanks

Terry Sabers

 

Carneil_C
QuickBooks Team

Using the bank link our credit card charges for purchases come through just fine. If a vendor issues a credit they come through as a charge also rather than a credit?

I can imagine the hurdle you've been through, @dsab

 

I appreciate you following my colleague's steps to get around this issue. Since the vendor credits still appear as a charge, I'll point you in the right direction for support to help you sort this out and get back to business in no time. 

 

I recommend reaching out to our QuickBooks Online Support Team so they can safely check your account to investigate further and find the root cause of this issue. This way, they'll be able to provide possible solutions.

Here's how: 

 

  1. Go to Help (?), then click Search.
  2. Select Contact Us.
  3. Please enter your question and tap Continue.
  4. Choose a way to connect with a live support agent: Ask the communityHave us call you, or Chat with us.

 

Please note their available hours so your queries will be addressed promptly.

 

Click the Reply button if you need more help with other QuickBooks Online-related concerns. Take care and have a pleasant day.

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