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Record a credit card payment (online banking)

When a downloaded transaction cannot match to an existing payment, create a payment to match it and add it to your register.

A payment to a credit card account is a Money In transaction. Why? Essentially, a credit card payment is a “zero sum” equation; you're typically taking money from one account, such as checking, and using the money to pay down a credit card balance. But for the actual credit card account, a “payment” increases the amount available to you.

To do this task

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

  2. Click More matching options, and then click Record a credit card payment in QuickBooks.

  3. Click More matching options, and then click Record a credit card credit in QuickBooks.

  4. Click the Paid From drop-down list, and then click the account that the money came from.

  5. Click the Payee drop-down list, and then click the credit card issuer name.

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

  6. Optionally adjust the transaction Date or add a transaction Number or Memo.

  7. Click Add to QuickBooks.

The payment is added to your register.

See Also

KB ID# H_OLB_TASK_RECORD_CC_PAYMENT
9/30/2016 9:54:08 PM
PPRDQSSWS406 9138 Pro 2017 78eadc