How To Manage Downloaded Credit Card Transactions in QuickBooks Online – How do I download credit card transactions in QuickBooks?

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Go to Solution. You need to record a bill payment check against the open bill. From there, QuickBooks automatically matches the credit card charge with the bill payment in QuickBooks.

I’ll show you how to do it. For your future help, you can read this article: Reconcile bank and credit card accounts in QuickBooks Desktop. If there’s anything else I can help you with, feel free to comment or post again here in the Community! View solution in original post. You can use the Select Bills to Mark as Paid option in the banking section.

It lets you apply and match your online payments into QuickBooks. Let me help you with the steps. You might also want to visit our page for future help about banking: Banking topics. Thanks for getting back to us, timzmum. To get the Select Bills to Mark as Paid option, you’ll need to make sure that the downloaded credit card transaction is under a Payment , not a Deposit.

I’d be glad to help you with this. If the credit card transaction is under a Payment, you have the option to select a check transaction then choose the Select Bills to Mark as Paid option. This way, you can now apply and match your downloaded transaction to the bill. For your future reference, you can check out this article to learn how to reconcile credit card accounts: Reconcile Bank and Credit Card Accounts in QuickBooks Desktop.

I’ve downloaded from the bank a payment for two bills, but it did not get applied to the bills. It probably didn’t flag the bills because the amounts were different. How do I get the payment to apply to the open bills? Thank you for posting here in the Community, KJffm. I can get this sorted out in no time.

In QuickBooks, you can match the downloaded payment from bank feeds with multiple open bills. From the banking section, you can select the expense and choose the Find match option. The open bills you want to apply should equal to the payment amount. In case you selected the Add option, I suggest going to the Reviewed tab to undo and revert it to the For Review section.

Additionally, I recommend the following resource, which contains some steps and a video tutorial to help a user with matching and categorizing bank transactions: Match and categorize bank transactions in QuickBooks Online. Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great weekend ahead. By clicking “Continue”, you will leave the community and be taken to that site instead.

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Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 2. I paid it online with my credit card. I have now downloaded the transaction from my bank. How do I apply the downloaded transaction to the bill? Thanks Solved! Labels: QuickBooks Desktop. Reply Join the conversation. Best answer August 07, Best Answers. QuickBooks Team. Here’s how: Open the Bill. From the top right, click the PayBill button. In the Method section, choose Credit Card.

In the Account section, choose the account you are using in Quickbooks. Click Pay Selected Bills. Click Banking. Click Bank Feeds. Click Bank Feeds Center.

Choose your account and then click Transaction List. Mark the transaction, then click the Select drop-down. Choose Select Bills to Mark as Paid. Enter the vendor information, then click Add to QuickBooks. You can read these articles for more information: Add and match Bank Feed transactions.

If you have additional questions, please don’t hesitate to reach out anytime. I get “quick add”, “add more details”, “match to existing transaction”, and “ignore”. I have tried “add more details” and “match..

I am on QuickBooks Pro Click Transaction List. Mark the Check transaction, then click the Select drop-down. I’ve attached screenshots below for your visual reference. If you have any other questions, feel free to comment below. We’re always here to help you. When I change the type of transaction in the “types” drop down to “check” the transaction disappears. Probs cos it’s not a check, its a credit card charge. Screen shot attached, but I can’t show the drop down options because when I click away to take a screen shot they disappear.

That was the ticket. Level 1. Here’s how: On the left navigation bar, click Banking. Select the bank account. Go to the Reviewed tab. Search for the payment. For the detailed instructions, here’s how: On the left navigation bar, click Banking. Search for the payment, then choose Find match. Put a checkmark beside the open bills. Press Save. Hover the cursor to Expenses , then select Vendors. Click the name and search for the bill. View the status. Re: I used embedded bill pay, so I have a bill and a payment.

When I download my bank transaction Downloaded credit card transactions. Re: BBT bank changed website for credit card management, now transactions are not added or modifi Welcome back to another handy resource guide from Kiala all about quarterly Read more.

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Entering Credit Card Transactions in QuickBooks Pro – Simon Sez IT

 
Select Bank Feeds, then Import Web Connect Files. Choose the QBO file you saved, then tap Open.

 

Set up, use, and pay credit card accounts.Download the most recent bank and credit card transactions in QuickBooks Online

 
Most financial institutions allow both nightly downloads and manual updates. Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Does your app support taxes? You can check out our list of the small business best credit cards on the market.

 
 

How To Import Credit Card Transactions Into QuickBooks Online

 
 

Have a great weekend ahead. By clicking “Continue”, you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 2. I paid it online with my credit card. I have now downloaded the transaction from my bank. How do I apply the downloaded transaction to the bill?

Thanks Solved! Labels: QuickBooks Desktop. Reply Join the conversation. Best answer August 07, Best Answers. QuickBooks Team. Here’s how: Open the Bill. From the top right, click the PayBill button. In the Method section, choose Credit Card. In the Account section, choose the account you are using in Quickbooks. Click Pay Selected Bills. Click Banking. Click Bank Feeds. Click Bank Feeds Center. Choose your account and then click Transaction List.

Mark the transaction, then click the Select drop-down. Choose Select Bills to Mark as Paid. Enter the vendor information, then click Add to QuickBooks. Select the date of your payment. Enter the amount of your payment. Select the Expenses tab. Note: If you are making the payment for the sub accounts, enter a line for each sub account then type the amount you want to pay. The total amount should be equal to the total amount reflected for the parent account.

Pay credit card charges after reconciliation After you reconcile the credit card account , there are 2 options to pay a portion of the outstanding balance: Write a Check to pay expenses that are to be paid immediately. Enter a bill for vendor bills to be paid at a future date. Was this helpful?

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