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bbretton61
March 10, 2022
Question

Can I create a default payment method for Credit Card expenses?

  • March 10, 2022
  • 1 reply
  • 0 views

I have a credit card that is linked in my QBOA and it shows up under Banking as a credit card.  So, any time the card is used for a purchase, they come in automagically.  Love that.  However, I have to go to each charge (Expense) and show the Payment Type as "Credit Card".  Is there any way for me to set that up as a default?  I mean, clearly it's a credit card.  And most of the charges I have a rule set up because they're pretty consistent.  But Payment Method doesn't appear as something I can set a rule for.  Or at least, I haven't found it.

1 reply

MJoy_D
MJoy_D
March 10, 2022

I'll be able to provide you with some details about setting up a default payment method in QuickBooks Online (QBO), @bbretton61.

 

You can choose between ACH Transfer, Cash, Check, or Credit Card as a payment method for your expenses. However, the feature to set a default account is currently unavailable. 

 

Having this feature in QuickBooks is indeed a great idea and I'll surely take note of this and send this straight to our Developers for consideration in future updates.

 

I also encourage you to leave the feedback from within the product. Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion. 
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

For more information about tracking your expenses by recording credit card payments you've made to credit cards, refer to this article: Record your payments to credit cards.

 

Please know that you can always drop by here if you need any help with your expenses or other transactions. I will be happy to assist you further. Have a wonderful day!

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