![]() QuickBooks for Mac 2016. User’s Guide. By E Lisette Gerald-Yamasaki and the QuickBooks for Mac team. Tracking GoPayment and other credit. Card transactions in QuickBooks 109 Handling down payments. Overpayments 109. Writing checks and entering credit card charges 148 Writing a check 148. In all supported versions of QuickBooks, you have the option to enter multiple Checks, Deposits, Credit card charges or credits, Invoices, Credit memos, Bills and Bill credits Select the appropriate bank/credit card or AR/AP account from the drop down arrow. Advertiser Disclosure: Our unbiased reviews and content are supported in part by, and we adhere to strict to preserve editorial integrity. If you have a business credit card, you probably make charges all the time. But how do you enter a credit card charge into QuickBooks Pro? In this post, we’ll cover the two different ways to enter credit card charges in QuickBooks Desktop Pro so that you can properly manage your business’s finances. Using an old version of QuickBooks Pro?
Save $100 when you upgrade to QuickBooks Desktop 2018. Table of Contents • • • • • • • • • • • • • • • • • • • • Create A Credit Card Account Before you can enter credit card charges, you need to make sure that there is an account for your credit card in your chart of accounts. If you’ve read, you may have already done this. But we’ll go over the process again briefly below. Begin by going to Lists>Chart of Accounts>Account>New. Step 1: Select Credit Card Choose the “Credit Card” option; then click the blue “Continue” button. Step 2: Enter The Account Name Enter the name you want associated with your credit card account (i.e. Business Credit Card, Capital One Card, Bank Of America 1234, etc.). Step 3: Write A Description (Optional) If you’d like, you can add a description to your credit card account. Step 4: Enter Your Credit Card Number (Optional) Type in your credit card number if you want QuickBooks to remember this information. Step 5: Attach A Tax Line (Optional) You can attach a tax line to your credit card if you’d like. However, Quickbooks recommends that you leave this field blank unless you are a CPA or tax professional. Read more about tax lines by clicking the blue “How do I choose the right tax line?” link. Step 6: Input Your Opening Balance (Optional) You can add an opening balance for your account. You can also select the date of your opening balance using the drop-down calendar. Step 7: Save Credit Card Account Click the blue “Save & Close” button to save your credit card account. Manually Enter Credit Card Charges To manually enter your credit card charges, go to Banking>Enter Credit Card Charges, or find the “Enter Credit Card Charges” icon on the QuickBooks Pro home screen. Step 1: Select Your Credit Card Select the proper credit card for the credit card charge you want to enter (if you only have one credit card, QuickBooks will automatically select that credit card account). Step 2: Verify Type Of Credit Card Transaction Take a moment to make sure that “Purchase/Charge” is selected so that your credit card charge is properly recorded. Step 3: Choose Your Vendor Select the vendor associated with the credit card charge.
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