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January 7, 2024
Question

How and where do I add my credit card that I use for business expenses?

  • January 7, 2024
  • 1 reply
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1 reply

January 7, 2024

Hey there, Walts. Welcome to the Community. 

 

In QuickBooks, you can add the credit card that you use for your business expenses by going to the Chart of Accounts and creating a new account under Credit Cards. This way, you can put all your expense transaction within the created account.

 

Here's how: 

 

  1. Go to the Gear icon. 
  2. Under the Your Company column, select Chart of Accounts
  3. Click New beside the Run report option. 
  4. Select the Credit Cards option. 
  5. Fill out the necessary fields such as the Save account underTax form sectionAccount name.
  6. Press Save

 

Furthermore, you may want to connect your bank and credit card accounts in QuickBooks. This way, the transactions will automatically download and categorize. 

 

For further concerns or information regarding adding your credit card to QuickBooks, kindly enter your concerns in the reply button so that we can assist you. Have a great day. 

January 9, 2024

WHERE IS THE GEAR ICON???

January 9, 2024

I appreciate you joining this thread, Wethys.

 

I'm more than happy to help you locate the Gear icon. 

 

The Gear icon is located at the upper right corner of your Dashboard and is a common symbol used in user interfaces to represent settings or options. It indicates a menu where users can access various configuration settings for a particular application or system. 

I'm also adding this article to help you reconcile your accounts to ensure the accuracy of your books in the future: Reconcile an account in QuickBooks Online.

 

Get back to this post if you have follow-up questions about navigating your account or other concerns you may have. I'll be sure to assist.