Entering charge card payments into QuickBooks doesn’t need to be confusing. If you’re not sure simple tips to enter credit card payments or partial payments, don’t worry.
In this post, we’ll cover everything you must know about entering charge card payments in QuickBooks Pro in 10 easy steps.
Simple tips to Enter A Charge Card Payment In QuickBooks Pro
Enter Credit Cards Payment
You can either enter credit cards payment by following the reconciliation step above and clicking the “Write a check for payment now” option by the end, you can also go directly to the “Write Checks” icon from the Home page. If you have any query about
QuickBooks Credit Card Payments Not Showing Up In Reconciliation, then you can get connected with our QuickBooks Technicians.
Step One: Select Payment Account
Find the account you're going to be using to pay for your charge card charges (not the credit card account you might be paying).
How To Enter A Charge Card Payment In QuickBooks Pro
Step 2: Select Credit Card Account
Now, skip down seriously to where it says “Account.” Let me reveal where you will choose the actual credit card account you will be paying. In the event that you come straight through the reconciliation screen, these records is supposed to be automatically filled in.
How To Enter Credit Cards Payment In QuickBooks Pro
Step Three: Choose Your Vendor
Get back to the very best and employ the drop-down menu to choose the seller you're making the payment to.
Simple tips to Enter A Charge Card Payment In QuickBooks Pro
Step 4: Enter Check Number
Enter a check number (or adjust the present check number if required).
How To Enter A Charge Card Payment In QuickBooks Pro
Step 5: Enter Date
Utilize the drop-down calendar to make sure the proper payment date is selected.
How To Enter Credit Cards Payment In QuickBooks Pro
Step 6: Enter Payment Amount
If you came straight through the reconciliation screen, QuickBooks will automatically fill out the full total outstanding balance on your own card. However, you might adjust this total or make a partial payment. If that’s the situation, go into the custom payment amount.
Simple tips to Enter Credit Cards Payment In QuickBooks Pro
Step 7: Write a Memo
You can include a menu to describe this payment if you’d like.
Just how to Enter Credit Cards Payment In QuickBooks Pro
Step 8: Add Extra Information
At this time, verify that the account name and amount appear correctly and add any extra information (such as another memo).
How To Enter A Charge Card Payment In QuickBooks Pro
Step 9: Save Your Valuable Payment
As soon as your payment looks correct, click on the “Save & Close” button. Strike the “Save & New” button if you’re planning on writing more checks.
Just how to Enter A Credit Card Payment In QuickBooks Pro
Step 10: Check Your Payment
Lastly, head to Lists>Chart of Accounts and select your bank card. You’ll see a screen with all the recorded charges and payments. Make sure that the payment happens to be properly recorded and therefore the outstanding balance looks right.
Simple tips to Enter A Credit Card Payment In QuickBooks Pro
When you’ve done this, you’ve successfully recorded your bank card payments in QuickBooks! For more credit card help, take a look at the other posts inside our QuickBooks Pro 101 Series.
For troubleshooting issues, browse the QuickBooks Community or call QuickBooks directly. Don’t forget to look at the rest of our QuickBooks Desktop Pro 101 Series to understand how to reconcile a bank account, enter credit card charges, enter a bill, handle merchant fees, and much more.
Overwhelmed by QuickBooks Pro? Maybe it is time and energy to switch to QuickBooks Online. QBO is straightforward to utilize, cloud-based, and affordable. Best of all, it is possible to import your QuickBooks Desktop data into QuickBooks Online.
