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Entering charge card payments into QuickBooks doesn’t have to be confusing. If you’re not sure simple tips to enter bank card payments or partial payments, don’t worry.

In this post, we’ll cover everything you need to know about entering charge card payments in QuickBooks Pro in 10 easy steps.


How To Enter A Charge Card Payment In QuickBooks Pro

Enter A Charge Card Payment
You can either enter a credit card payment by following the reconciliation step above and clicking the “Write a check for payment now” option at the end, or you can go straight to the “Write Checks” icon in the Home page.

Step 1: Select Payment Account
Choose the account you'll be using to fund your charge card charges (not the bank card account you are paying).

How To Enter Credit Cards Payment In QuickBooks Pro

Step 2: Select Credit Card Account
Now, skip down to where it says “Account.” Let me reveal for which you will select the actual credit card account you may be paying. If you come straight through the reconciliation screen, these details are going to be automatically filled in.

Simple tips to Enter A Credit Card Payment In QuickBooks Pro

Step 3: Choose Your Vendor
Get back to the utmost effective and employ the drop-down menu to choose the seller you're making the payment to.

Simple tips to Enter Credit Cards Payment In QuickBooks Pro

Step 4: Enter Check Number
Enter a check number (or adjust the prevailing check number if required).

Simple tips to Enter A Credit Card Payment In QuickBooks Pro

Step 5: Enter Date
Use the drop-down calendar to ensure the appropriate payment date is selected.

How To Enter A Charge Card Payment In QuickBooks Pro

Step 6: Enter Payment Amount
In the event that you came straight through the reconciliation screen, QuickBooks will automatically fill out the sum total outstanding balance on the card. However, you may want to adjust this total or make a partial payment. If it’s the way it is, go into the custom payment amount. For any help about QuickBooks Desktop Payments Are Not Showing Up In QuickBooks, get connect with us.

How To Enter A Credit Card Payment In QuickBooks Pro

Step 7: Write a Memo
You could add a menu to spell it out this payment if you’d like.

How To Enter A Credit Card Payment In QuickBooks Pro

Step 8: Add More Information
At the moment, verify that the account name and amount appear correctly and add any additional information (such as for example another memo).

How To Enter A Charge Card Payment In QuickBooks Pro

Step 9: Save Your Payment
As soon as your payment looks correct, click the “Save & Close” button. Strike the “Save & New” button if you’re thinking about writing more checks.

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 charge card. You’ll see a screen with all of the recorded charges and payments. Double check that the payment has been properly recorded and therefore the outstanding balance looks right.

Just how to Enter Credit Cards Payment In QuickBooks Pro

As soon as you’ve done this, you’ve successfully recorded your bank card payments in QuickBooks! For lots more bank card help, read the other posts within our QuickBooks Pro 101 Series.

For troubleshooting issues, read the QuickBooks Community or call QuickBooks directly. Don’t forget to see the others of your QuickBooks Desktop Pro 101 Series to understand simple tips to reconcile a bank account, enter credit card charges, enter a bill, handle merchant fees, and much more.

Overwhelmed by QuickBooks Pro? Maybe it’s time to switch to QuickBooks Online. QBO is not hard to make use of, cloud-based, and affordable. Best of all, it is simple to import your QuickBooks Desktop data into QuickBooks Online.


 

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