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card account: How do I handle credit card charges from Dec and Jan and the payment for the Dec charges vs the Jan charges when the entire statement was paid in January?

When did you first transition to using QB? Here’s the overview:

Purchases made by Credit Card are reported as that spending for that date you Put it on the card.

Paying down the card balance is paying off Debt; that is not Further expense. That is an Expenditure or Cash Flow.

If you […]

Resolution for 'card account issue: 'How do I handle credit card charges from Dec and Jan and the payment for the Dec charges vs the Jan charges when the entire statement was paid in January?' available: Yes.

The card account 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 card account issue yourself by looking for a resolution described in the article. If it is a complex card account issue or you are unable to solve the issue, you may contact us by clicking here or by using other card account support options.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'How do I handle credit card charges from Dec and Jan and the payment for the Dec charges vs the Jan charges when the entire statement was paid in January?', click the link below:

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card account: My company recently opened our first credit card account with TD Bank. I need to know how to download our statements into Quickbooks so that I can reconcile. Thanks!

Start at banking>online banking setup.

Resolution for 'card account issue: 'My company recently opened our first credit card account with TD Bank. I need to know how to download our statements into Quickbooks so that I can reconcile. Thanks!' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'My company recently opened our first credit card account with TD Bank. I need to know how to download our statements into Quickbooks so that I can reconcile. Thanks!', click the link below:

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card account: How do I link a credit card account to a vendor account, so that when I make payments for that credit card it is also recorded in the credit card account?

you use the reconciliation function to create your bill, but sometimes this is not ideal.
All you need to do is enter a vendor bill using your credit card vendor’s name and make sure the correct credit card account is listed in the account tab- see attachment.

Resolution for 'card account issue: 'How do I link a credit card account to a vendor account, so that when I make payments for that credit card it is also recorded in the credit card account?' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'How do I link a credit card account to a vendor account, so that when I make payments for that credit card it is also recorded in the credit card account?', click the link below:

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card account: Is a visa payment categorized as an expense or a transfer?

You can use either an Expense/Check or a Transfer type transaction. In […]

Resolution for 'card account issue: 'Is a visa payment categorized as an expense or a transfer?' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'Is a visa payment categorized as an expense or a transfer?', click the link below:

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card account: How do I make a transfer appear as revenue on my statement of activity?

clicking here or by using other card account support options.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'How do I make a transfer appear as revenue on my statement of activity?', click the link below:

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card account: As a nonprofit, we receive several donated gift cards that we then use or distribute to our clients. How do we record and track those?

You make a Bank Type account for Gift Card. Really, this is a Clearing process.

You make a Donation item linked to Donation Income.

You use this on a Sales Receipt to document the donation, the same as someone giving you cash, is managed. The difference is, you “deposit” this to the […]

Resolution for 'card account issue: 'As a nonprofit, we receive several donated gift cards that we then use or distribute to our clients. How do we record and track those?' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'As a nonprofit, we receive several donated gift cards that we then use or distribute to our clients. How do we record and track those?', click the link below:

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card account: Is there a fix for the QBO connection with Capital One credit card accounts? Transactions now import with only “Purchase” as the bank detail for every transaction.

I appreciate you for providing detailed information about the issue.

There’s currently an ongoing issue with Capital One Credit Card account. Our engineering team is aware of the issue and they are currently working to resolve this as soon as possible.

For the mean time, we would advise you to exclude the […]

Resolution for 'card account issue: 'Is there a fix for the QBO connection with Capital One credit card accounts? Transactions now import with only “Purchase” as the bank detail for every transaction.' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'Is there a fix for the QBO connection with Capital One credit card accounts? Transactions now import with only “Purchase” as the bank detail for every transaction.', click the link below:

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card account: How do you account for credit card purchases in a cash based business?

set up a credit card account. Ctrl A > Ctrl N and select credit card. Use this card for business transactions only, even if it is a personal CC.

to record a credit card transaction, go to Banking > Enter CC Transaction

reconcile the CC statement each month.

Resolution for 'card account issue: 'How do you account for credit card purchases in a cash based business?' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'How do you account for credit card purchases in a cash based business?', click the link below:

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card account: Keep getting timed out while reconciling credit card account. Is there any way to stop this from happening?

Try using a private window.

If it works, clear the cache and cookies in your browser.

Resolution for 'card account issue: 'Keep getting timed out while reconciling credit card account. Is there any way to stop this from happening?' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'Keep getting timed out while reconciling credit card account. Is there any way to stop this from happening?', click the link below:

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card account: Can I use my lending institution like a bank account or should it be a current liability account?

“When my statement shows a balance on account it means I have borrowed money and owe them (unlike a bank statement). I am having a hard time reconciling and trying to make my brain think in reverse. Maybe I shouldn’t be treating this account like a bank account, but rather […]

Resolution for 'card account issue: 'Can I use my lending institution like a bank account or should it be a current liability account?' available: Yes.

For more information about resolving issues related to card account in Quickbooks/QBO or to get support for the issue 'Can I use my lending institution like a bank account or should it be a current liability account?', click the link below:

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