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June 9, 2022
Question

Is it possible to record my card payments on the credit card account history?

  • June 9, 2022
  • 1 reply
  • 0 views
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1 reply

JessT
Moderator
June 9, 2022

Hi higlopaints-mweb,

 

Yes, it's possible to record your credit card payment in your account history. I'll walk you through the steps.

 

  1. Go to the Gear icon and choose Chart of accounts.
  2. Click View register on your credit card account.
  3. Click the down arrow below the DATE header.
  4. Choose CC Credit, and enter the following details:
    • Date: payment date
    • Payee: your bank
    • Account: your payment account
    • Memo: your memo
    • Payment: the amount of the payment
  5. Choose Save.

 

Here's an article with more options for recording a credit card payment: Record your payments to credit cards.

 

Feel free to reach back out if you help with recording your transactions. Take care and have a good one!