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Lgrogan01
October 1, 2023
Question

Credit Card Entries on Desktop showing as Items instead of Expenses when entering

  • October 1, 2023
  • 1 reply
  • 0 views

First time posting and I really need some answers if possible!

I started to reconcile our credit cards today for last month and I had to enter a few charges that were not already in QB's, so I navigated to the "Enter Credit Card Charges" screen and proceeded to do that, but imagine my surprise when I tried to Save and Close and it said my amount was out of balance! I checked to see what was going on and found that instead of entering as an expense as normal, it was not bringing the total down under the expense part and when I checked further I saw that for some reason it was allocating it under Item and not Expenses! Is there any way I can fix this or should I contact support?

Thanks in advance for any help! 

1 reply

Nicole_N
Nicole_N
October 1, 2023

It's good to have you posting your concern here in the Community, @Lgrogan01. I see that you're having trouble with your credit card entry which you mistakenly allocated under Items instead of Expenses. Don't worry, I can guide you on how to fix that so you can get back to working order.

 

All we have to do is edit the transaction and delete the information entered under the Items. Here's how:
 

  1. Go to the Banking menu.
  2. Select Enter Credit Card Charges.
  3. From there, click the Find button.
  4. Select the Purchased From, Date, Ref. No., Amount if necessary, then click on Find.

 

That displays the credit card charge transaction you've created. Once viewed, you can then proceed to edit it. Here's how:
 

  1. Click the Items tab.
  2. Delete all the information entered.
  3. Then select the Expense tab and enter the expenses you want to track.
  4. Once done, tick on Save & Close.


To learn more about entering credit card charges, utilize this link: Set up, use, and pay credit card accounts.


I've added this article to learn how to fix in case your accounts in QuickBooks Dekstop don't match your bank statement at the end of reconciliation: Fix issues when you're reconciling in QuickBooks Desktop.


I'll be around if you have other questions or need further assistance. Feel free to leave a reply.

L
Lgrogan01Author
October 3, 2023

Nicole

Thanks for the reply, however that was not really my question. I do know how to change or edit any issues, my question was that it seems to all of a sudden allocating everything on credit card entries, and also vendor bill entries to items instead of expenses. Why did that change and how do I fix that?

E
Ethel_A12
October 3, 2023

Hello there, @Lgrogan01.

 

I'll help you resolve this unexpected behavior of the credit card charges showing as an item in QuickBooks Desktop.

 

If your QBDT is updated to the latest release, I recommend running the Verify and Rebuild tool. Verify Data tool will identify the data issues of your company file. Rebuild Data tool will resolve the data integrity issues collated by the Verify Data tool.

 

Here's how:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Verify Data, then select OK to close all windows.
  4. Then, go back to the File menu.
  5. Select Rebuild Data under Utilities.
  6. QuickBooks will ask to make a backup before rebuilding your company file.
  7. Select OK.
  8. Once done, click OK.

 

Once done and you still have the same issue, you can run the Quick Fix My Program from the QuickBooks Tool Hub. Follow the steps below.

 

  1. In the QuickBooks Tool Hub, select Program Problems.
  2. Select Quick Fix my Program.
  3. Start QuickBooks Desktop and open your data file.

 

If everything works, you can then reconcile your account in QuickBooks Desktop. Refer to this article for the resolution of reconciliation issues: Fix issues when you're reconciling in QuickBooks Desktop.

 

Let me know if you have questions about QuickBooks Desktop performance. I'm always here to help. Have a great day.

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