//How to record credit card payments in Quickbooks Online

How to record credit card payments in Quickbooks Online

Credit Card payment in QBO can get off track easily if you don’t properly use the transfer form. A simple example is money out of the checking and into the credit card. At times, the bank feeds may be set up incorrectly to add “uncategorized assets”. If that happens you ought to click on the row, then change the add to transfer and select the correct bank/credit card account where the money is coming from or going to.

transfers qbo

 

Download my QBO Shortcuts cheat sheet for PC and MAC users.

 

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By | 2019-01-17T11:48:30-05:00 January 17th, 2019|QuickBooks|0 Comments

About the Author:

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.

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