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CK18
September 16, 2021
Question

Nicolet Credit Card

  • September 16, 2021
  • 1 reply
  • 0 views

Hi 

Nicolet changed the URL to sign in to our credit card. When we are signed in and are viewing the transaction there is a connect to QuickBooks link. We clicked on the link and then found that QuickBooks created all new general ledgers accounts for each of our card holders. We have 10 employees that hold credit cards but only had one general ledger account for all the transactions. We were expecting that we would just be matching the credit card expenses from to the expenses we have already entered. Now we are unsure what to do. Any thoughts on what is going on and the best way to fix this? 

Thanks, 

CK181 

1 reply

Adrian_A
Adrian_A
September 16, 2021

Hi CK181,

 

Let's check to see if you have created a Rules. This automatically add the transactions based on the given rules. You'll have the option to delete or disable the entered rule. Here's how:

 

  1. From the Banking tab, select Rules.
  2. Locate the rule.
  3. Under ACTION, select Delete or Disable.

 

Afterwards, you're good to undo the added transactions and then match them. Here's how to undo:

 

  1. On the Banking page, go to the Categorized tab.
  2. Select the transactions.
  3. Click Undo.

 

From there, you can match them. Here's an article as your guide: Categorize and match online bank transactions in QuickBooks Online.

 

I'm just a post-away if there's anything that I can help with. Keep safe!

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