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Processing Credit Card Charges

OVERVIEW allows the option to manage your credit card charges.


We recommend using to track only Payables, and recording credit card charges in the accounting software package. To do so, use the QuickBooks "Enter Credit Card Charges" function to record  credit card charges to the appropriate expense accounts.

However, to store credit card receipts / bill paid via credit card in there are two options:

  • Use the Documents function in to store client's credit card receipts as Vendor Documents for record-keeping requirements. To do this, send the documents into your Inbox via email, drag and drop or fax, then process the file in the Inbox as a Vendor Document.
  • If using QuickBooks Desktop, payments can be recorded directly into Credit Card accounts. Just enter the bills (and receipts as bills) into and record them as paid and assign them to the corresponding credit card account.


If downloading individual charges directly from the credit card provider into a credit card account in QuickBooks Desktop, those downloaded charges will now be automatically matched by the posted payments from without requiring manual journal entries in QuickBooks.


For more information see Managing Credit Card Bills and Receipts