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Faith-hope
March 2, 2023
Solved

View/Edit in Expenses menu and credit card payment

  • March 2, 2023
  • 1 reply
  • 0 views

Hello, I am a new user of QuickBooks on line. Why some transactions in Expenses menu show action with view/edit and some do not? Will the view/edit always remain in some of the transactions? Also why the Credit card payment paid from my checking account show up in the Expenses menu? Both my checking and credit card accounts are connected online. When I review the transaction of my checking account for the Credit card payment, I choose "Match" and it shows up in the Expenses menu. Is this right? Thanks for your help!

Best answer by SirielJeaB

We greatly appreciate you, Faith, for responding in the Community thread. Please allow me to help you understand this matter.

 

Regardless of whether a transaction is associated with a credit card, the View/Edit dropdown button will appear on the Expenses page for the transaction types of Expense and check, Bill and bill payment check, and Purchase order.

 

You can run a monthly expense report to track how much you spend each month on each vendor. Then, if you want to personalize the data and save its current modification settings, you may customize and memorize it.

 

The Community is always looking forward to helping you. Just click the Reply button or post in the Community again. Have a great day!

1 reply

Rubielyn_J
Rubielyn_J
March 2, 2023

It's good to see you here reaching out to us, @Faith-hope.

 

The View/Edit dropdown menu would show under the Action column depending on the transaction types that are not associated with a credit card such as:

 

  • Expense and check
  • Bill and bill payment check
  • Purchase order

 

Then, any money-out transactions are displayed in the Expenses menu regardless if they are connected to your Online banking.

 

Additionally, you can also check out these references to guide you in managing your expenses in QuickBooks Online:

 

 

We always got your back if you have further questions regarding how QuickBooks works. Have a delightful day!

F
Faith-hopeAuthor
March 2, 2023

Thanks for your response. Please correct me if I am wrong. So to treat credit card payment as a transfer or pay down credit card does not matter since it will show up in the Expense menu. The view/edit in the action tab will always remain for the transactions not related to credit card. ???

S
SirielJeaBAnswer
March 2, 2023

We greatly appreciate you, Faith, for responding in the Community thread. Please allow me to help you understand this matter.

 

Regardless of whether a transaction is associated with a credit card, the View/Edit dropdown button will appear on the Expenses page for the transaction types of Expense and check, Bill and bill payment check, and Purchase order.

 

You can run a monthly expense report to track how much you spend each month on each vendor. Then, if you want to personalize the data and save its current modification settings, you may customize and memorize it.

 

The Community is always looking forward to helping you. Just click the Reply button or post in the Community again. Have a great day!

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