If I have a business credit card with Brex that is linked to my QuickBooks account, how do I categorize the payments to the card that are taken out daily?

Hi thegoodanchor-gm,

Payments to credit cards are handled differently because they often result in duplicates. I will guide you to prevent this situation.

Scenario 1: If you already recorded the daily payments in QuickBooks and they show both in your credit card and cash registers, just exclude the downloaded payments. Or, match them to the QuickBooks transactions if they're detected as a match. You can still reconcile your accounts in this way because the payments are already in the respective registers.

Exclude the downloaded transactions:

1. Go to the Banking page.
2. Click your credit card account and select the For Review tab.
3. Click the checkbox of the payments to be excluded.
4. Select Exclude.

Scenario 2: If you didn't record the transactions in QuickBooks, categorize the downloaded payments from your credit card account as credit card payments, as shown below. Then, select your cash account in the Select Bank account field and choose your financial institution in the Vendor field. This step will post the transactions to both the credit card and cash accounts. Therefore, if your cash account is also connected and downloads the payments, exclude them because you won't need them anymore.

If your cash account is also connected to QuickBooks and downloads the same payments, just exclude them to avoid duplicates.

You can also check about bank reconciliation for your future reference.

Let me know if you have other questions in mind.