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jakewho
May 8, 2024
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Manually entered credit card payment

  • May 8, 2024
  • 1 reply
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What is the correct procedure for manually entering a credit card payment into my checking account? When a credit card payment shows up in my checking account via automatic download, the type of transaction is Credit Card PMT. If I don't want to wait for the downloaded payment to show up in my checking account and I want to enter it manually there isn't a Credit Card PMT transaction type, only Check, Deposit, Sales Receipt, Receive Payment, Bill Payment, Refund, Expense, Transfer, Journal Entry. 

 

What is the correct way to manually enter this type of transaction?

Best answer by Sherrie_F

I appreciate you for adding more details to your post, Jake.

 

Let me assist you with this and provide ways to help you enter a credit card payment into your checking account.

 

QuickBooks Online lets you record credit card payments in various ways for you to be able to maintain accurate financial reports and track your expenses effectively. 

 

Here's how:

 

  1. On the left navigational panel, look for the +New button.
  2. Under Money Out (if you're in Business view), or Other (if you're in Accountant view), choose Pay down a credit card.
  3. Select the credit card you made the payment.
  4. Enter the payment amount.
  5. Enter the date of the payment.
  6. Choose the bank account you paid the credit with.
  7. If you made a payment with a check, select I made a payment with a check. In the Check no. field, enter the check number, or if you paid electronically, enter the EFT number.
  8. If you want to add notes or file attachments, select Memo and Attachments and follow the instructions on the screen.
  9. Once done, hit Save and Close.

 

Additionally, here's an article you can browse just in case you need assistance recording, editing, and deleting expenses in QuickBooks Online: Enter and manage expenses in QuickBooks Online. 

 

Please know that you're always welcome here in the Community space for further queries you may have when entering credit card transactions in QBO. Stay safe, and have a good one.

1 reply

S
Sherrie_FAnswer
May 8, 2024

I appreciate you for adding more details to your post, Jake.

 

Let me assist you with this and provide ways to help you enter a credit card payment into your checking account.

 

QuickBooks Online lets you record credit card payments in various ways for you to be able to maintain accurate financial reports and track your expenses effectively. 

 

Here's how:

 

  1. On the left navigational panel, look for the +New button.
  2. Under Money Out (if you're in Business view), or Other (if you're in Accountant view), choose Pay down a credit card.
  3. Select the credit card you made the payment.
  4. Enter the payment amount.
  5. Enter the date of the payment.
  6. Choose the bank account you paid the credit with.
  7. If you made a payment with a check, select I made a payment with a check. In the Check no. field, enter the check number, or if you paid electronically, enter the EFT number.
  8. If you want to add notes or file attachments, select Memo and Attachments and follow the instructions on the screen.
  9. Once done, hit Save and Close.

 

Additionally, here's an article you can browse just in case you need assistance recording, editing, and deleting expenses in QuickBooks Online: Enter and manage expenses in QuickBooks Online. 

 

Please know that you're always welcome here in the Community space for further queries you may have when entering credit card transactions in QBO. Stay safe, and have a good one.

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