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D
Darryl-Hawke
April 6, 2025
Question

Can I match two credit card transactions to one expense entry?

  • April 6, 2025
  • 1 reply
  • 0 views

I purchased 3 items of office equipment from Amazon with my business credit card. Amazon charged my credit card twice where the two charges match the total of the 3 items but each charge doesn't match any one item purchased. I created one expense entry. How do I match this expense entry to the two credit card transactions? Using QBO

1 reply

J
JamaicaA
April 6, 2025

You can only match one downloaded transaction to one or multiple existing entries in QuickBooks Online, Darryl. Let me share an alternative way to handle the two charges with a single expense entry. 

 

Since you're unable to match two credit card transactions to a single expense entry, exclude them from the Bank Feed. I'll show you how.

 

  1. Go to the Transactions menu, then select Bank transactions.
  2. Choose the blue tile of the bank account.
  3. Select the credit card transaction to expand.
  4. Click the Exclude button. 

 

Additionally, please ensure that the expense you manually created represents the total amount of the three items purchased from Amazon. You may not link it to the bank transactions.

 

Moreover, refer to this article to edit or delete an entry: Enter and manage expenses in QuickBooks Online.

 

Furthermore, check out this guide to confirm that your records match your bank or credit card statement and avoid discrepancies: Reconcile an account in QuickBooks Online.

 

Your questions about expenses are always welcome. If you need more help reconciling your records, I'll be around to help you organize your accounts more.

D
Darryl-HawkeAuthor
April 6, 2025

This part is confusing.

"Additionally, please ensure that the expense you manually created represents the total amount of the three items purchased from Amazon. You may not link it to the bank transactions."

Is this a typo?

Was it supposed to say "You may NOW link it to the bank transactions"?  If so, can you explain this more? How do I link them? Sorry, I'm new to QBO.  Thanks

 

E
EvethC
April 6, 2025

Thank you for pointing this out, Darryl. I appreciate your attention to detail and willingness to clarify this matter. Let me explain the intent behind the statement to address your confusion.

 

The statement "You may not link it to the bank transactions" means that the manual expense you created should remain separate from the excluded bank feed transactions. Linking them could result in duplicate entries and inflate your total expenses. Instead, treat the manual expense as the final record, as it accurately reflects the amounts.

 

QuickBooks matches transactions based on identical details such as amount, date, and account. Since QuickBooks does not allow matching multiple credit card transactions to a single expense entry, you'll need to exclude those transactions from the Bank Feed. This ensures your records remain accurate and prevents duplication.

 

When creating the manual expense, ensure it represents the total cost of the three Amazon purchases and includes all relevant details (like vendor, date, and expense category). This manual entry will act as the definitive record of the purchase.

 

I'll add this article as your guide to record, edit, and delete expenses in QuickBooks Online. Enter and manage expenses in QuickBooks Online.

 

After managing your expenses, I recommend reconciling your account to maintain clean and organized records that save you time and effort in the long run.

 

If you have additional questions or need further clarification about excluding transactions or creating manual entries, feel free to drop your Reply in this thread. The Community team is always here and ready to assist you!

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