Trying to match a USD payment from a USD bank account to a USD visa in my Bank Transactions - getting an error msg. How do I fix this?

You can exclude the transaction from the USD credit card account and categorize the entry from the USD bank account instead to avoid the error, TerriLynn. I'll ensure you can track your payments accordingly for precise reporting.

In QuickBooks Online, the option to match paired credit card payments on a USD credit card from a USD bank account is currently unavailable. Doing so will result in an error stating, "The account is not set in the Home Currency. Credit Card Payment accepts accounts only in the Home Currency". You can see the screenshot below for reference:

In this case, you can exclude the credit card payment from your USD credit card account since you can't add them directly in QuickBooks.

Here's how:

1. Select Transactions, then Bank Transactions.
2. In the For Review tab, locate the credit card payment.
3. Check the transaction box, then hit Exclude.

After that, categorize the payment from your USD bank account. In this process, review and ensure all details are correct to prevent discrepancies on your record.

Additionally, reconcile your accounts regularly in QuickBooks to match them with your real-life bank or credit card statements. The system will generate a reconciliation report after every session, which can be used if you encounter issues reconciling the next period.

We're always available in the Community if you have other queries about handling downloaded income and expenses in QuickBooks Online. Kindly click the Reply button below anytime you need a hand.