phoneose.blogg.se

Take a moment to make sure that “Purchase/Charge” is selected so that your credit card charge is properly recorded. Step 2: Verify Type Of Credit Card Transaction Select the proper credit card for the credit card charge you want to enter (if you only have one credit card, QuickBooks will automatically select that credit card account). To manually enter your credit card charges, go to Banking>Enter Credit Card Charges, or find the “Enter Credit Card Charges” icon on the QuickBooks Pro home screen. You can also select the date of your opening balance using the drop-down calendar.Ĭlick the blue “Save & Close” button to save your credit card account. You can add an opening balance for your account. Step 6: Input Your Opening Balance (Optional) Read more about tax lines by clicking the blue “How do I choose the right tax line?” link.

However, Quickbooks recommends that you leave this field blank unless you are a CPA or tax professional. You can attach a tax line to your credit card if you’d like. Type in your credit card number if you want QuickBooks to remember this information. Step 4: Enter Your Credit Card Number (Optional) If you’d like, you can add a description to your credit card account. Business Credit Card, Capital One Card, Bank Of America 1234, etc.). Step 1: Select Credit CardĬhoose the “Credit Card” option then click the blue “Continue” button.Įnter the name you want associated with your credit card account (i.e. But we’ll go over the process again briefly below.īegin by going to Lists>Chart of Accounts>Account>New. Import Credit Card Charges Using Bank Feedsīefore you can enter credit card charges, you need to make sure that there is an account for your credit card in your chart of accounts. If you’ve read How To Set Up Your QuickBooks Account, you may have already done this.