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elainephipps7
June 3, 2026
Question

How to I accurately record my credit card expenses

  • June 3, 2026
  • 1 reply
  • 3 views

Hi everyone, relative QB newbie here, so after some help please.  I have just realised that I have been entering my credit card expenses incorrectly.  I have been recording the actual transactions / receipts under expenses, but then entering the payment to my credit card company as an expense too, so my bank is way out.  From step one, can anyone talk me through how I can sort this out / move the transactions to the correct area, so my bank balances?

 

Thanks in advance. 

1 reply

E
Ethel_AQuickBooks Team
QuickBooks Team
June 3, 2026

First, let's remove the credit card payments recorded as expenses. Once done, those payments will pop back up in your Bank transactions, ready for you to categorize correctly.

 

Here's how:

 

  1. From the left menu, hover your mouse over All apps, Expense & Bills, then Expenses.
  2. Locate the payment transaction.
  3. Under the ACTION tab, choose Delete from the dropdown arrow.

 

Next, log the transactions correctly. To keep it simple in the future, you can follow this guide on how to record your payments to credit cards in QuickBooks Online.

 

Don't hesitate to comment below if you need further assistance with recording transactions in QuickBooks Online.

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