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ajstewart-wccnet
Level 1

Why doesn't a particular account in the chart of accounts (in this case, a credit card) show in payment account options in new transactions?

I'm not seeing the option in the pull-down menu for payment account when attempting to enter a new transaction. I have input an expense previously and had the account show, but now it is not there. And if I try to add the credit card account, I am told it is already an existing account.
5 Comments 5
FateCandylaneT
QuickBooks Team

Why doesn't a particular account in the chart of accounts (in this case, a credit card) show in payment account options in new transactions?

I appreciate you sharing your concern with here today, ajstewart.

 

For us to provide you with a resolution, I want to ensure I've got the right information about your issue. May I know what specific transaction you were trying to create? Would you clarify if the payment account you mentioned is the payment method dropdown when creating new transactions? You can also share additional details and screenshots, so I can provide further assistance. Any added information is much appreciated.

 

Let us know in the comments below for any updates. We'll be around whenever you need help. Have a good one!

ajstewart-wccnet
Level 1

Why doesn't a particular account in the chart of accounts (in this case, a credit card) show in payment account options in new transactions?

Thanks so much for the quick response! In this case, I was attempting to enter a new expense but was not seeing in the payment account drop-down the existing 2100 VISA credit card account that I had previously set up and attributed expenses to. For full disclosure, I am working on a student account, and when I had this issue before, my instructor logged in and was able to attribute the expense to the account. I had logged out and back in and tried a different browser (Chrome) and was still not getting the option in the payment account drop-down. I've just logged back in to get a screenshot, and now the 2100 VISA account is the default for entering a new expense (as seen in the attached screenshot). 

GenmarieM
QuickBooks Team

Why doesn't a particular account in the chart of accounts (in this case, a credit card) show in payment account options in new transactions?

Hello there,

 

I'm glad to hear that you're now able to see your payment account by doing some troubleshooting steps in QuickBooks Online (QBO).

 

It seems this is a temporary issue on your end since logging out and logging back in resolved the issue.

 

Moreover, I'm adding this helpful article as your reference in running financial reports in QBO: Run reports in QuickBooks Online.

 

Return to this post if you have other concerns about managing your expenses in QBO. I'll be here to lend a hand.

ajstewart-wccnet
Level 1

Why doesn't a particular account in the chart of accounts (in this case, a credit card) show in payment account options in new transactions?

I'm experiencing this issue again, now with the established account not showing up in both the Credit Card Credit and Pay Down Credit Card forms. I have repeatedly tried logging out/in, trying different browsers, and restarting browsers and my laptop to no avail. My only option for the account drop-down on both forms is to add an account, but QBO will not allow this as it already exists in my Chart of Accounts. Any insight into the issue?

IrishNinoJ
QuickBooks Team

Why doesn't a particular account in the chart of accounts (in this case, a credit card) show in payment account options in new transactions?

I appreciate you for performing some browser troubleshooting steps on your end, ajstewart. Since the issue persists, let me redirect you to our support team.

 

Here's how:

 

  1. Log in to your QuickBooks Online company.
  2. Select Help (?).
  3. Click Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Also, I've added this article if you want to learn how to record, edit, and delete expenses: Enter and manage expenses in QuickBooks Online.

 

If you have further concerns about managing your expenses, feel free to come back here in the Community. We're here to assist you 24/7.

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