Then select "account" and choose the actual credit card account you want to pay to (however, if you followed the reconciliation steps, this will automatically be filled).įrom the top menu, click on the drop-down list to choose the vendor you want to pay. Note the account you want to use to make the payments, not the account you want to make payments to. Alternatively, you can follow the steps below.įrom the homepage, click on "write checks" and choose the account you want to use to make the credit card payment. To enter a credit card payment, you can follow the reconciliation steps above and select the write check for payment now. It makes entering your credit card payment easy. Then proceed to write a check by selecting the write check for payment now option. Then continue to select the "reconcile now" tab. That shows that your reconciliation is successful. Once you are done, you should have a difference of zero. Once in the reconciliation window and choose the transactions you want to reconcile.Ĭarefully go through the whole thing and compare with your credit card statement.
Then select continue, and this will take you to the reconciliation window. In the finance charge box enter a suitable finance fee then date and categorize it. Input the ending balance from the ending balance on the statement just as it appears on it. Go to banking and click on reconcile credit card.Ĭhoose the credit card you want to reconcile and from the calendar drop-down, input the date on the credit card statement. Also, please make sure that you have your credit card statement, it will be needed. Reconciling your credit card before entering your payment helps prevent any errors and makes the whole process easier.
#How reconcile credit card overpayment in qb for mac how to#
How to Reconcile Your Credit Card in QuickBooks First, you need to know is that before you can enter your credit card payment, you have to reconcile your credit card. The instructions are simple and straightforward your credit card payment will be entered in no time. To enter a credit card payment in QuickBooks is comfortable and not something you have to spend hours doing.