Setting up credit cards in QuickBooks is almost as easy as using them; you can create credit card registers and sync them with your online banking for accurate and up-to-date information (not to mention less data entry) in less than ten minutes. All you need to know is where to go.
QuickBooks Online and QuickBooks Desktop look a little different, but the process is the same. Here’s how to set up a credit card in QuickBooks Online using QuickBooks Online Banking (we’ll get to desktop in a moment):
You know the Banking tab? Hover over that and select Registers. To create a new register, you simply need to enter in a new name and click OK
QuickBooks will lead you from there. When it asks “What type of account would you like to set up?” you select Credit Card and hit ‘Next.’ On the next screen, make sure the button by ‘Yes’ is filled, and then hit the ‘Finish’ button. QuickBooks will then lead you through a wizard that syncs your credit card to the register you created.
In QuickBooks desktop, the setup is similar.
Go to the Banking tab, then select ‘Use Register.’ Or, just press ctl+R. Enter in a name for your new credit card register, and click OK. QuickBooks will ask you if you want to set up the register.
Click Set Up and fill in the requested information.
Next, set up QuickBooks Online Banking and sync your online banking information to this register. To do so, go to the Banking tab, then hover over Online Banking. Select ‘Set up account for online services.” From the first window that pops up, assign the card to the account you just set up.
Hit the ‘Next’ button and follow the prompts – QuickBooks will need your online banking information, and once you provide that your transactions will appear in that register.
Did you know: ProOnGo syncs directly with your company cards, so you and your employees can edit, categorize, and add receipt images to your QB credit card transactions from any smart phone, any where, and at any time. Check out ProOnGo’s Credit Card Sync.