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D
Dickens
May 1, 2019
Question

How do I itemise transactions from a credit card payment paid via Bank Account,on Quickbooks Online

  • May 1, 2019
  • 1 reply
  • 0 views
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1 reply

JamesC
JamesC
May 1, 2019

Hi Dickens,

 

You should record the transactions spend on the credit card, when you spend them, using Expense for example. You can create a Credit Card Account on QB, and just use a Transfer from Current account - to Credit Card, but that won't itemize transactions within the payment.

 

As a workaround, You can itemize the transactions within the payment, if when recording the transactions spent on the credit card, you record these as coming from "Undeposited Funds" - That way, when you record the payment to the Credit Card Company, you can select the expenses you've marked as "Undeposited Funds". You'll have a record of the induvidual expense and each purchase, and a record of the payments you've included in paying off the card. It's an additional step, which you can take if you wish.

 

 

D
DickensAuthor
May 3, 2019

Thank you James C for your reply to my question re. entering individual transactions from a Credit Card payment. I will give your second option a try. This is a secondary Credit Card we use for business and personal. The main Credit Card payment was entered via a Transfer (not Add)  from the Bank current a/c. I was the advised that I could enter the individual transactions if I click on the plus then journal entry, showing Debit & Credit.  I'll see how I get on!

E
EmmaM
May 3, 2019

Hello Dickens

 

Great thanks let us know how it goes,any questions at all you can always reach out to the Community:)

 

Thanks

 

Emma

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