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Enter credit card charges

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 items too.

To do this task

  1. Go to the Banking menu and click Enter Credit Card Charges.

  2. Click the Credit Card drop-down arrow and then click the appropriate credit card or add a new one.

  3. 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 options:

    Quick Add

    Adds just the name to the list. You must add the details later in the appropriate list.

    Set Up

    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.

    To do this task

    1. Click Yes to receive against one or more purchase orders.

    2. Click each purchase order that contains items you've received and are being billed for.

    3. Click OK.

    All item information (quantity received, and so on) can be edited.

  4. 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.

    See also

  5. (Optional) Complete the Ref No. and Memo fields as needed.

    • Ref. No. Enter the number from your credit card charge slip.

    • Memo. The memo you enter appears on reports that include the credit card transaction.

  6. On the Items tab, edit items that displayed from your purchase order and enter additional items.

    If the item you're purchasing is a fixed asset

    1. 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.

    2. Repeat these steps to enter more fixed asset items.

  7. 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.

  8. Save the charge.

See also

KB ID# H_CCARD_ENTER_CHARGES
12/21/2014 8:31:15 AM
QYPPRDQBKSWS06 9102 Pro 2013 708fa3