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How to enter Credit Card Charges, Reconcile and apply Partial Payments in QuickBooks

Do you want to learn how to enter credit card charges into QuickBooks? Or how to reconcile and apply partial payments? In this video, I will walk you through each step. 😁 Learn how to Enter Credit Card Charges, Reconcile Your Credit Cards and Apply Payments inside QuickBooks. ➡️ Steps to Entering CC Charges, Reconciling, & Applying Partial Payments: ➡️ Setting Up New Credit Card Go up to “Lists” “Chart of Accounts” Go down to “Account” “New” Choose “Credit Card” Click “Continue” “Account Name” “Enter Opening Balance” **If you have a beginning balance Click “Save & Close” ➡️ Entering Credit Card Charges Go up to “Banking” “Enter Credit Card Charges” Select “Credit Card” Choose “Purchase/Charge” or “Refund/Credit” “Purchased From” “Date” “Ref No.” “Amount” “Memo” “Expenses” Tab “Account” “Amount” “Memo” “Customer: Job” “Class” Click “Save & Close” ➡️ Reconciling **Grab your Credit Card Statement Choose “Account” “Statement Date” Check “Beginning Balance” Enter “Ending Balance” “Finance Charge” “Date” “Account” “Class” Click “Continue” Checkmark the transactions to match the “Credit Card Statement” “Difference” should always be Zero Click “Reconcile” “Make Payment” screen will show Click “Cancel” “Select Reconciliation Report” screen will show Summary Detail Both Click “Display” Go up to “Print” “Report” **Hide transactions after the statement’s date end date – checkmark to hide all transactions after the for period date **Click Modify if you need to adjust anything in your reconciliation ➡️ Entering Payments **You can enter them in Write Checks or Check Register Go to “Write Checks” Select the “Bank Account” “No.” “Date” “Pay to order of” (Credit Card is a Vendor) “$” amount Enter your breakdown under the “Expenses” Tab Click “Save & Close” **After entering in Write Checks, it will automatically show in the Check Register Timestamps: 0:00 - Intro 0:03 - Where you're Credit Card sit in QuickBooks? 0:50 - Add Credit Card 2:31 - Q&A 3:35 - How to Enter Credit Card Charges 5:34 - Reconcile credit card 7:32 - Remember 💡 9:05 - Outstanding balance 10:14 - Printing Report 10:43 - Adding Payments (Catching up) 13:25 - Payment shows in Check Register 13:54 - Checking Chart of Accounts 14:18 - Checking old transactions 15:11 - Summary 15:27 - Final Thoughts Need to learn more areas of QuickBooks? Join us on our next workshop to learn how to design QuickBooks for your specific business... ➡️ https://CandusKampfer.com/workshop Receive our QB tips straight to your inbox each week visit: ➡️ https://CandusKampfer.com/tips Subscribe here for more QuickBooks tips 👇 https://www.youtube.com/c/CandusKampf... I’d love to connect with you 👇 Instagram:   / candus.kampfer   Facebook:   / canduskampfer   CandusKampfer.com: https://canduskampfer.com/ TikTok:   / canduskampfer   Pinterest:   / canduskampfer   #CandusKampfer