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CombinedLLC
Level 1

Want to track back expenses on a credit card. Have created a credit card account on the COA. Not able to select the account to transfer xactions to from pull down list.

 
1 Comment 1
MelroseV
QuickBooks Team

Want to track back expenses on a credit card. Have created a credit card account on the COA. Not able to select the account to transfer xactions to from pull down list.

It's good to see you here in the Community space, Combined. Let's perform some troubleshooting steps so that you can transfer your transactions.

 

But before we proceed, if your credit card is inactive, that means it will not show in the pull-down list. However, if it's not inactive, we can perform some troubleshooting steps. 

 

We can open your account in an incognito mode to see if this has something to do with your browser. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

  •  Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If you're able to select the account to transfer transactions by browsing privately, it's safe to say that it's being caused by the browser. It can be fixed by clearing your cache and cookies.

 

In the event it continues occurring while using incognito, you'll initially have to try switching to another browsing application.

 

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Safari 11 or newer

 

If you'd like to reconcile your account every month. To monitor the growth of your business and detect any possible errors. To learn more about this, you can check out this article: Reconcile an account in QuickBooks Online. It also includes details about editing completed reconciliations.

 

Keep me updated in the comments if you have further questions about our credit card transaction in QuickBooks Online. I'm just a reply away. Keep safe and have a good one.

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