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Why am I not able to assign a client to credit card charges?

 
4 Comments
QuickBooks Team

Re: Why am I not able to assign a client to credit card charges?

Thank you for posting here and for allowing me to lend you a helping hand, jims1.

 

Are you trying to track bank charges as expense transactions? If so, you need to turn on the Track expenses and items by customer feature first. This way, you'll be able to assign a customer in your expense transactions.

 

Here's how:

  1. Click on the Gear icon in the upper right corner.
  2. Under Your Company, click Accounts and Settings.
  3. On the left panel, choose Expenses.
  4. Under Bills and expenses, click the Edit (pencil) button.
  5. Check box labeled Track expenses and items by customer.

But if you're using the Credit Card Charges feature and not able to assign a customer, let's perform some basic troubleshooting steps to check if this is a browser issue or not.

 

Let's try to log out and log back in using a private browsing or incognito window. Depending on your browser, here's how:

  • For Chrome, press Ctrl+Shift+N.
  • For Internet Explorer or Firefox, press Ctrl+Shift+P.
  • For Safari, hold down Command+Shift+N.

If it works fine, I recommend clearing your browser's cache (regular browser) to start fresh.

 

If not, please switch to another supported browser or try an alternate computer.

 

Lastly, if you're trying to assign a client to credit card charges in your Merchant account, I encourage contacting our Merchant Service Team. They have additional tools to investigate this further.

 

Know that The QuickBooks Community Team is always here to sort out things for you. Have a great day!

Frequent Contributor *

Re: Why am I not able to assign a client to credit card charges?

Along this same line of questioning, I assign credit card charges to clients, but do not seem to be able to assign credit card credits (materials returns) to a client, why not?  This is needed to accurately reflect all costs against client.

Moderator

Re: Why am I not able to assign a client to credit card charges?

Thanks for dropping by, lauriedtriano.

I'm here to ensure that you'll be able to assign a client via the QuickBooks Online.

 

So that I'm able to provide you with the best information, could you please provide some additional information about your question? Did you receive an error while trying to assign a client? This will help to ensure that I deliver the best resources to you.

 

Looking forward to your reply. Best regards. 

Moderator

Re: Why am I not able to assign a client to credit card charges?

Good day, lauriedtriano.

How's your business doing so far?

 

We haven't received any response from you if you still need help with QuickBooks the Community is always here to help you out.

 

Feel free to visit us again with any questions. Have a great day!