using gift cards and credit cards for a purchase

Hello snow151,

Gift certificates are a great thing to take advantage of, but I can see how this would complicate the situation you have where you have an expense partially paid for with that certificate. It sounds like you're trying to match a receipt entered in the Receipts feature in QuickBooks Online to an amount in your credit card bank feed connection and I'd be happy to go over the options with you.

There are a few more details that would be helpful here when it comes to how you uploaded the receipt into QuickBooks Online. It sounds to me like you may have used the Receipts feature, which is a great way to create transactions in your books. If that's the case, the key would be knowing whether you set up the receipt as a bill or an expense. Here's why.

If you upload the receipt as a bill, you can record partial payments against it. The first partial payment would be for the gift certificate amount. To account for the gift certificate, you can consider the following to set up, but I strongly encourage you to consult an accountant to determine what the best set up is for you.

In my own test account, I created a bank account called Gift Certificates to track those amounts and to be able to use it as a payment account. I then created a deposit for the amount of the gift certificate to that account to that it'd be available as funds to use. Once that was done, I navigated to the Expenses tab to find the bill created from the receipt and clicked Make Payment. I chose the Gift Certificate account I created as the payment account, entered the amount of the certificate, and saved, which left a remaining balance. Once I'd done that, I was able to match the balance of the payment from the bank feed.

If you upload the receipt as a receipt transaction, it'll mean editing the expense transaction created to reflect the certificate and then you should be able to match the credit card payment from the bank feed. In this case, you'd find the expense in the Expenses tab and then open it to edit it. Next, you'd add another line to the expense, create an expense account for the gift certificate by clicking +Add new in the category drop-down menu, and then enter the amount as a negative value with no sales tax code on the transaction so it reduces the amount of the expense so you can match it.

For next time, another option you can consider is simply adding the credit card charge from the bank feed and attaching the receipt image to that transaction directly. To do that, simply click the transaction in the bank feed, select Add attachment, choose the image, and then save when you're ready.

If you don't already have an accountant to go over these options with, the My Accountant tab has the Find a pro to help button. That tab also includes a field where you can invite someone you're already working with as a user on your account. This would give them the tools and access they need to directly help you in your books.

If I've missed the mark on the steps you've taken, you can consider contacting support to share your situation in more detail. Here's how to get in touch.

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I hope this has been helpful! Have a great rest of your day.