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September 22, 2022
Question

Why do my credit card charges recorded as payments

  • September 22, 2022
  • 1 reply
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1 reply

Angelyn_T
September 22, 2022

Welcome to the Community, Steven. Let me provide insights about your credit card transactions.

 

Have you imported your entries through a CSV file? If yes, this can happen if the file isn't formatted correctly. To fix this, exclude the transactions from the For Review section.

 

Here's how:

 

  1. Sign in to QuickBooks.
  2. Click on Banking on the left pane, then go to the Banking page.
  3. Select your bank, then mark the checkbox for the charges from the For Review column.
  4. Hit Exclude.

 

If you're using a mobile app, see the instructions from here: Exclude a bank transaction you downloaded into QuickBooks Online.

 

After that, prepare your file again using the correct format. It varies depending on the columns you're using. You can learn more about the correct format from this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once done, manually upload the file into QuickBooks.

 

I'm also adding this article for more tips about categorizing banking transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

 

If there's anything else you need help with your credit card transactions, let me know by adding a comment below. I'm more than happy to provide additional assistance. Have a good one!