Enter a credit card charge for purchases you track through expense accounts
and for the following types of items: fixed asset, non-inventory
part, service, and other charge. If you are using purchase orders
in QuickBooks to order inventory, enter credit card charges for inventory part
To do this task
Go to the Banking menu and click
Enter Credit Card Charges.
Click the Credit Card drop-down arrow and then click
the appropriate credit card or add a new one.
Click the Purchased From drop-down arrow and then click
a vendor or enter a new vendor.
When you add a new name "on the fly", choose one of two setup
Adds just the name to the list. You must add the details later in the
Allows you to enter additional information (such as a phone number, fax
number, and alternate contact) to the list you choose.
If a purchase order exists for this vendor
If an open purchase order exists for this vendor, you are prompted to
receive against it.
Click Yes to receive against one or more purchase orders.
Click each purchase order that contains
items you've received and are being billed for.
All item information (quantity received, and so on) can be edited.
Enter the amount of the charge in the Amount field.
What if an amount is already filled in?
If you're creating a new transaction and find that the Amount field is already filled in,
it means you have a preference set to pre-fill this information based on the previous transaction
of the same type for the same person.
You can control whether or not this information is pre-filled with the
Automatically recall information general preferences.
If an amount is pre-filled, you can always fill in a different amount.
What if an account is already filled in?
(Optional) Complete the Ref No. and Memo fields as needed.
Ref. No. Enter the number from your credit card charge
Memo. The memo you enter appears on reports that include
the credit card transaction.
On the Items tab, edit items that displayed from your purchase
order and enter
If the item you're purchasing is a fixed asset
In the Items column, choose and
fill out the information.
Important: Do not select a similar item and edit it.
Each fixed asset must be unique so you can track it for tax purposes.
Repeat these steps to enter more fixed asset items.
To enter shipping charges, taxes, or other expenses not
associated with any one item, click the Expenses tab, select the
appropriate expense account, and
enter each charge.
Save the charge.
Reconcile and pay a credit card bill
Use the calculator to