QB Issue Resolution:
Yes, you can record your credit card charges as expenses. I’m here to help you accomplish this.
- Go to the Plus icon.
- Under Vendors, select Expense.
- Select a vendor and your credit card account.
- Enter a Payment date and a Payment method.
- From the CATEGORY column, choose an expense account.
- Enter the amount. You can add a Memo indicating that this is a credit card charges.
- Click Save and close.
This way, you’ll be able to record your credit card charges. In addition, I’ve included a detailed guide in creating an expense.
Secondly, you can pull up your Transaction List by Vendor and customize it to display only your credit card charges.
Let me show you how:
- Go to Reports.
- Under Expenses and vendors, select Transaction List by Vendor.
- Hit Customize.
- Put a checkmark for Transaction Type and then select Expense.
- Select Memo and then enter the same Memo you’ve entered when you create the expense for your credit card charges.
- Click Save and close.
Once done, this report will display all your expense transaction for your credit card charges. You can save this customized report by clicking Save Customization for easy viewing when need. After that, you find this report on the Custom reports tab when needed.
Lastly, here’s an article you can read to learn more about customizing your report: How to Customize Reports?
Resolution for Issue 'How do I manually enter credit card charges as expenses and maintain the ability to filter them in reports as “credit card transactions” separated from other expenses?' available: Yes (Solved).
Source: Intuit Community forum.
How do I manually enter credit card charges as expenses and maintain the ability to filter them in reports as “credit card transactions” separated from other expenses?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Custom Reports tab
Quickbooks Repair Pro will resolve it efficiently and affordably. Guaranteed resolution of your issue, or you pay nothing!
Error Recovery for Custom Reports tab [Canada]
E-Tech is the #1 Quickbooks data migration and Conversion service provider.
Additional Support Options: