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LSI Flooring
November 9, 2022
Question

Multiple Credit Cards

  • November 9, 2022
  • 1 reply
  • 0 views

In my business I use multiple Credit Cards, Visa, Master Card, American Express to charge expenses.  Each month I download all the transactions and match all the receipts collected and each transaction I label to an account, like RENT EXPENSES, and reconcile the receipts to each transaction downloaded.  I call this file my Credit Card Registry and I have a separate TAB in the excel sheet for each credit card.

 

How can I do this via Quickbooks??

1 reply

MJoy_D
MJoy_D
November 9, 2022

I can help you with adding your credit card and receipts in QuickBooks, @LSI Flooring. 

 

You can connect as many business and personal credit card accounts in QuickBooks Online (QBO). From here, we'll download latest transactions from your account. After getting your transactions, you can review them one by one and matched the downloaded transaction with one you already entered, like your receipts. You can also add the receipts first, then match them to your downloaded transaction.

 

For detailed guidance on how to add your credit card accounts and American Express accounts, check out this article: Connect bank and credit card accounts to QuickBooks Online. To track your receipts in QuickBooks and then reviewing, editing, adding, or matching those to existing transactions, see this article: Upload your receipts to QuickBooks Online.

 

Here's more information about reviewing and categorizing downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Let me know if you still have follow-up questions about adding your credit card accounts, receipts, or any other concerns. I'll be here to help in any way I can. Have a wonderful day!

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