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Jan 7, 2024 7:44 PM UTC
Question

How to manually input a credit transaction from a credit card

Original commenter did not share additional details

3 replies

Jan 8, 2024 12:02 AM UTC

Hello there, @msarahvon.
 

Thank you for posting here in the Community. I'm here to help with manually entering credit card transactions in QuickBooks Online (QBO).

 

QuickBooks Online offers the ability to manually enter transactions, including those associated with a credit card. Here's how:

 

  1. Select the Plus icon.
  2. Click Expense.
  3. Choose the credit card account in the Bank/Credit account drop-down.
  4. Enter the additional information about the transaction.
  5. Click Save

 

You can also check out this article as your reference to manually upload transactions in QuickBooks Online: Manually upload transactions into QuickBooks Online.

 

For information on entering transactions into the register, I recommend the following article: How to Add or Edit Transactions in a Register (or Account History).

 

In addition, I've included some resources that you can browse to help categorize and review your online banking transactions in QuickBooks:

 


Moreover, I'll also share this article that can serve as your reference if you want to learn how to match your bank and credit card statements in QBO: Reconcile an account in QuickBooks Online.

 

Please keep us posted if you need additional help managing your transactions in QuickBooks Online. We're always here to help you out.

Feb 25, 2024 4:03 AM UTC

I started doing that....do I do a new entry for each line of the statement (or charge) or do I keep adding lines?

Feb 25, 2024 5:14 AM UTC

Hello there, dag-76.

 

I can see that you've already posted this concern here in the Community forum, and my colleague CharleneMaeF provided a solution to help you resolve this as soon as possible. I'll be happy to route you to her suggestion. Please see the link below:

 

Re: manually input credit card transactions - not upload (intuit.com)

 

If you have more questions about managing your transactions in QuickBooks Online, please don't hesitate to comment below. We'll make sure to address all your concerns. Take care and stay safe.