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June 3, 2019
Question

How do we get a credit card summary from Quickbooks?

  • June 3, 2019
  • 1 reply
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1 reply

June 3, 2019

Hi donna_bc,

 

Getting the information you need from your QuickBooks Online account is important. I'll do what I can to help you to get a credit card summary. A credit card summary could mean a number of different things depending on what you're looking for and I want to make sure you find the right information.

 

If what you're looking for are the charges for your QuickBooks Online subscription, you can pull up the invoices right in your account through the Billing and Subscription section of your account's setting. Access that area by clicking the Gear icon in the upper right-hand corner of your account while logged into a browser. Choose Account & Settings. Users with administrator access will be able to see the billing and subscription tab. There you'll find Billing and Payment history, which you can download or view straight from your account.

 

If that's not quite what you need, give our phone support team a call to give us more details. Once we have a better idea of what you're looking for, I'm confident an agent will be able to let you know if there's a way to get what you need. Call at 1-855-253-1536 from Monday to Friday between 9 a.m. and 8 p.m. EST or Saturday from 9 a.m. to 6 p.m. EST.

 

Stop by again! The QuickBooks Team will be here to answer questions.