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Prelaunch
May 30, 2024
Question

Credit Cards

  • May 30, 2024
  • 1 reply
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I am new to the accounting world. 

 

My client is paying on credit cards that are not set up in QBO and I cannot access statements for the cards. 

 

How do I go about reconciling credit cards that are not in Quickbooks and without the statements?

 

I feel that both of those things are necessary in order to properly record these payments and expenses for the business on the cards.

1 reply

Candice C
Candice C
May 30, 2024

Good evening, @Prelaunch. 

 

It's great to see a new face here in the Community! 

 

To clarify, are you referring to your client paying to an account that is for your business? 

 

When reconciling in QBO, you'll need to have entered all of the transactions in the system from that account. Then you'll need the bank statements to ensure that your reconcile balancing are correct within QBO. 

 

Here's a few guides that can assist you with reconciling in the system: 

 

 

I hope this helps. If you have any further questions along the way, don't hesitate to ask. Take care! 

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