Apple Mac2014 - Page 166

QuickBooks for Mac 2014 User’s Guide 156
Entering a charge or refund to your credit card
You probably use your credit cards to pay for things for your business. It's important that you enter those charges
in QuickBooks so you can track them.
To enter a credit card charge:
1 Choose Banking > Enter Credit Card Charges.
2 To enter a new charge, click "New..." on the left panel or click the + at the bottom of the list. To edit a
charge, select a charge in the list on the left panel. (If you don't see this list, click the Left View.)
3 Enter the information for the charge, and click Save.
Note: You can also enter a charge using the Vendor Center and Transaction Center.
What's on a credit card charge?
Here’s what you’ll see on the form to record a credit card charge.
• Charge/Credit. Choose what type of transaction you are entering: charge or credit.
• Credit Card. Choose the account associated with the credit card you used.
• Purchased From. Who did you buy stuff from? Choose a name from the list or type the name in directly. If the
name is not on any of your lists, QuickBooks asks you set up a record for the name. If you have a PO open for
the vendor you select, QuickBooks asks you if you want to receive the items for the open POs.
• Date. QuickBooks automatically enters today's date, but you can change it.
• Ref No. Enter the number from your credit card charge slip here.
• Amount. Enter the amount of the charge or credit.
If the charge is for expenses you want to track through expense accounts:
In the Expenses pane, assign the expenses to one or more expense accounts. This works the same as it does for
bills. (If you don't see the Expenses/Items panes, turn on the "Inventory and purchase orders are used" preferences
in Inventory preferences.)
If the charge is for an inventory part, non-inventory part, service, or other charge item:|
At the bottom of the windows, click the Items pane. (If you don't see the Expenses/Items panes, turn on the
"Inventory and purchase orders are used" preferences in Inventory preferences.) This works the same as it does for
bills.
You have a PO
You don't have a PO
1 Click Select PO and select the PO that contains
the items you've paid for with the charge and
click OK.
2 Make any necessary changes to the line items.
1 From the Item list, select the first item you are being
billed for. You can also type the item name directly
into the Item column.
2 In the Qty column, enter the quantity you received.