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Ru-lou
Level 1

Why is QB telling me to pick an account when I try to add an expense? I made a purchase by CC and it needs to be itemized, I Picked the CC but System is not allowing me.

 
Solved
Best answer January 23, 2021

Best Answers
Angelyn_T
QuickBooks Team

Why is QB telling me to pick an account when I try to add an expense? I made a purchase by CC and it needs to be itemized, I Picked the CC but System is not allowing me.

Hi there, @Ru-lou.

 

Welcome to the Community page! Yes, the error happens when there is no account selected under the Payment account section. When creating an expense, you need to pick a bank or credit card account to where you want to get the funds on that certain transaction. I can guide you on how.

 

  1. On the Expense window, set the payee and other necessary information.
  2. Pick the account under the Payment account drop-down.
  3. Save the transaction.

 

I've added these screenshots for your visual references.

 

Just in case your credit card isn't added to your chart of accounts, you can use this link for the instructions on how to set it up: Add an account to your chart of accounts in QuickBooks Online.

 

Moreover, here are some of our help articles which you can read more about managing expenses and other transactions in QuickBooks Online:

 

 

I'm more than happy to help you with recording your expenses and other vendor or customer transactions in QuickBooks. If you need additional help, please let me know by adding a comment below. I'm always here to help. Have a good one!

View solution in original post

2 Comments 2
Angelyn_T
QuickBooks Team

Why is QB telling me to pick an account when I try to add an expense? I made a purchase by CC and it needs to be itemized, I Picked the CC but System is not allowing me.

Hi there, @Ru-lou.

 

Welcome to the Community page! Yes, the error happens when there is no account selected under the Payment account section. When creating an expense, you need to pick a bank or credit card account to where you want to get the funds on that certain transaction. I can guide you on how.

 

  1. On the Expense window, set the payee and other necessary information.
  2. Pick the account under the Payment account drop-down.
  3. Save the transaction.

 

I've added these screenshots for your visual references.

 

Just in case your credit card isn't added to your chart of accounts, you can use this link for the instructions on how to set it up: Add an account to your chart of accounts in QuickBooks Online.

 

Moreover, here are some of our help articles which you can read more about managing expenses and other transactions in QuickBooks Online:

 

 

I'm more than happy to help you with recording your expenses and other vendor or customer transactions in QuickBooks. If you need additional help, please let me know by adding a comment below. I'm always here to help. Have a good one!

View solution in original post

Ru-lou
Level 1

Why is QB telling me to pick an account when I try to add an expense? I made a purchase by CC and it needs to be itemized, I Picked the CC but System is not allowing me.

Thanks Angelyn,

I'm new at this.  Thanks for the help!

 

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