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A
ajstewart-wccnet
February 11, 2024
Question

Why doesn't a particular account in the chart of accounts (in this case, a credit card) show in payment account options in new transactions?

  • February 11, 2024
  • 1 reply
  • 0 views
I'm not seeing the option in the pull-down menu for payment account when attempting to enter a new transaction. I have input an expense previously and had the account show, but now it is not there. And if I try to add the credit card account, I am told it is already an existing account.

1 reply

F
FateCandylaneT
February 11, 2024

I appreciate you sharing your concern with here today, ajstewart.

 

For us to provide you with a resolution, I want to ensure I've got the right information about your issue. May I know what specific transaction you were trying to create? Would you clarify if the payment account you mentioned is the payment method dropdown when creating new transactions? You can also share additional details and screenshots, so I can provide further assistance. Any added information is much appreciated.

 

Let us know in the comments below for any updates. We'll be around whenever you need help. Have a good one!

A
ajstewart-wccnetAuthor
February 11, 2024

Thanks so much for the quick response! In this case, I was attempting to enter a new expense but was not seeing in the payment account drop-down the existing 2100 VISA credit card account that I had previously set up and attributed expenses to. For full disclosure, I am working on a student account, and when I had this issue before, my instructor logged in and was able to attribute the expense to the account. I had logged out and back in and tried a different browser (Chrome) and was still not getting the option in the payment account drop-down. I've just logged back in to get a screenshot, and now the 2100 VISA account is the default for entering a new expense (as seen in the attached screenshot). 

G
GenmarieM
February 11, 2024

Hello there,

 

I'm glad to hear that you're now able to see your payment account by doing some troubleshooting steps in QuickBooks Online (QBO).

 

It seems this is a temporary issue on your end since logging out and logging back in resolved the issue.

 

Moreover, I'm adding this helpful article as your reference in running financial reports in QBO: Run reports in QuickBooks Online.

 

Return to this post if you have other concerns about managing your expenses in QBO. I'll be here to lend a hand.

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