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October 29, 2024
Question

Can I enter a credit card expense how do I do it

  • October 29, 2024
  • 1 reply
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how do i add credit card expense

1 reply

October 29, 2024

Hey there, cbisson-bissonin.

 

Thanks for reaching out to the Community for support. I'd be happy to guide you in the right direction.

 

Entering an expense in QuickBooks can be done in just a few simple steps. Let me show you how!

 

  1. Select + New. Then select Expense.
  2. In the Payee field, select the supplier. Tip: If the transaction covers multiple petty cash expenses, leave this field empty.
  3. In the Payment account field, select the account you used to pay for the expense.
  4. In the Payment date field, enter the date for the expense.
  5. In the Payment method field, select how you paid for the expense.
  6. If you want detailed tracking, enter a Ref no. This is optional.
  7. In the Category details section, enter the expense info. In the Category dropdown, select the expense account you use to track expense transactions. Then enter a description. Tip: You can also enter specific products and services in the Item details section to itemize the expense.
  8. Enter the Amount and sales tax.
  9. If you plan to bill a customer for the expense, select the Billable checkbox and enter their name in the Customer or Customer/Project field. Learn more about billable expenses.
  10. When you're done, select Save and close.

Here's a guide for reference. 

 

If you have any other questions, feel free to reach back out.