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Jennifer1959
February 3, 2021
Question

Credit card transactions

  • February 3, 2021
  • 1 reply
  • 0 views

I have succesfully connected my Bank of Ireland Current account and Busines credit card. The current account works fine when I download and add transactions, however when I add transactions paid by our credit card it shows as a credit and not a debit so my credit card balance goes down instead of up and therefore does not balance with the Bank of Ireland balance. How do I ensure the credit card transactions increase the card balance ? Please help

1 reply

A
AileneA
February 3, 2021

Hello, Jennifer1959. 

  

Thank you for reaching out to the Community. Once the downloaded transactions are accepted and added from the bank feeds to your register, QuickBooks will carry over the information from what's in your bank. That said, we can modify the transactions, and we need to make sure we transfer them to the correct account.  

 

Here's how to do it: 

 

  1. Click the Banking. 
  2. Select the blue tile for the account you want to review. 
  3. Press the Reviewed tab. 
  4. Locate the transaction you want to move. 
  5. Select the blue transaction link in the Added or Matched column to open the transaction. 
  6. Tap Undo from the Action column. The transaction will go back to the For Review tab. 
  7. Go back to the For Review tab and find a new match. 

Here are helpful articles for more details: 

 

For reference here's an article to become more familiar with Transfer funds between accounts. This gives you an over on how to create a transfer between two accounts using Transfer, Check, Imported Bank Transaction, and Journal Entry.     

 

Reach out to me if you need further assistance by posting a comment below. Take care and cheering you to continued success!

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