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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
AlexV
QuickBooks Team

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Hi askogland23!

 

Thank you for joining us here. Let me assist you in reconciling your Amex account.

 

You can record the cashback or rebate using the credit card credit option. Simply go to the + New and select Credit card credit. Enter the details needed especially the affected accounts, then tap Save and close.

 

Ideally, you only need to reconcile it if the transaction is part of your bank statement. You'll want to check this link: Learn the reconcile workflow in QuickBooks. This contains different articles on how to balance your account in QuickBooks Online.

 

I also added this link: Customize reports in QuickBooks Online. This will show you how to personalize, filter, or sort the reports in QuickBooks Online to get the right data you need.

 

Leave a comment again here if you have other concerns. Take care!

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