//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.


Have questions: Drop me a line in the comments.


By | 2019-08-20T09:07:50-05:00 January 17th, 2019|QuickBooks Online|2 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.


  1. Angela Habr March 27, 2020 at 9:10 pm - Reply

    How do you record payments to credit card accounts using printed paper check in QBO? Thank you for your helpful tutorial!

    • Steve Chase March 27, 2020 at 9:16 pm - Reply

      You would first create a Check (click the + sign New then click Check). During the check you would mark the Credit Card account in the category drop down. Also you would check the box for printed check to print.

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