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Record a credit card charge (online banking)

When a downloaded transaction doesn't match an existing charge, create a charge to match it and add it to your register.

A charge from a credit card account is a Money Out transaction, a purchase you made using your credit card.

To do this task

  1. Click an unmatched charge in the Downloaded Transactions pane.

  2. Click the Payee drop-down arrow and select a QuickBooks payee name.

    To enter a new payee into QuickBooks, click Add New in the list, click Vendor and OK, and then add a new vendor.

  3. If the account for the payee isn't correct, click the Account drop-down arrow and select an account name.

    If you need to create a new QuickBooks account, click Add New in the list, and then add a new account.

  4. If you want to split the transaction, change the date, or add a memo, click Show splits, memo, date, number.

  5. To enter splits, click a row in the Expenses table, and then click each field in the row to select or add the information about each split.

  6. Click Add to QuickBooks.

The charge is added to your register.

See Also

KB ID# H_OLB_TASK_RECORD_CC_CHARGE
9/24/2016 3:35:26 PM
QYPPRDQBKSWS03 9138 Pro 2017 300900