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Quickbooks Credit Card Reconciliation Problem – How to Fix

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Solved: quickbooks credit card reconciliation problem

What is QuickBooks reconciliation?

Reconciliation is the process of matching transactions you entered in QuickBooks with your bank or credit card company’s records. It is highly recommended that you reconcile your bank and credit card accounts in QuickBooks on a regular basis to ensure accuracy of your accounting records.

How do I fix a reconciliation in QuickBooks?

To fix this issue, you need to review the Reconciliation Discrepancy account for inappropriate adjustments.

  1. Go to the Lists menu, select Chart of Accounts.
  2. Double-click the Reconciliation Discrepancies account.
  3. From the Dates drop-down, select the appropriate filter.

I’m here assist you with recording Debit Card charges in QuickBooks Desktop.

You no longer need to use the Enter Credit Card Charges option for debit transactions. You can use the Write Checks feature to record it in the QuickBooks system. Once done, use the check number field to recognize it’s a debit charge.

Here’s how:

  1. Click the Banking tab at the top menu bar.
  2. Select Write Checks.
  3. Make sure to uncheck the box beside Print Later.
  4. On the Check number field, enter Debit Card.
  5. Enter necessary information.
  6. Click Save & Close.

On the reconciliation page, make sure to input the correct dates to include the transactions to reconcile. 

How do I redo a reconciliation in QuickBooks?

If you are an accountant, you can undo your reconciliation in the new Reconcile screen by following these steps:

  1. Click the Gear icon in the upper-right hand corner.
  2. Select Reconcile.
  3. Click the Reconciliation History link in the upper-right hand part of the page.
  4. Choose the correct Account and Report period

How do I set up credit card payments in QuickBooks desktop?

To enter a credit card payment from the Invoice page:

  1. Click Create (+) > Invoice.
  2. Fill in the top of the form.
  3. In the Deposit field, enter the deposit amount.
  4. From the Payment method dropdown list, select the credit card type.
  5. Click Enter credit card details to enter or change the credit card information

How do I reconcile in QuickBooks desktop 2018?

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  1. Navigate to the Reconcile Menu. …
  2. Choose the Account. …
  3. Once you’ve selected your account, click Reconcile Now.
  4. Enter Statement Details. …
  5. Back in QuickBooks, you’ll see the Reconcile overlay. …
  6. Next, enter your statement’s Ending Balance on the Reconcile overlay and click OK when you’re done.
  7. Match Expenses.

How do you categorize credit card payments in QuickBooks?

Re: How Should I Categorize my Credit Card Payments that Post on my Credit Card Account?

  1. Click the Banking menu.
  2. Select the correct account.
  3. Go to the For Review tab then mark the transactions you’re deleting.
  4. Click the Batch actions button.
  5. Choose Exclude Selected.
  6. Once done, go to the Excluded tab.

How do I fix reconciliation discrepancies in QuickBooks online?

To fix this issue, you need to review the Reconciliation Discrepancy account for inappropriate adjustments.

  1. Go to the Lists menu, select Chart of Accounts.
  2. Double-click the Reconciliation Discrepancies account.
  3. From the Dates drop-down, select the appropriate filter.

How do I edit previous reconciliation in QuickBooks?

Answer

  1. Click Accounting from the left menu.
  2. Click on Reconcile tab.
  3. Click Edit info button at the top in the reconciliation page.
  4. Change the Ending date.
  5. Click Save.

How do I fix reconciliation in QuickBooks?

To fix this issue, you need to review the Reconciliation Discrepancy account for inappropriate adjustments.

  1. Go to the Lists menu, select Chart of Accounts.
  2. Double-click the Reconciliation Discrepancies account.
  3. From the Dates drop-down, select the appropriate filter.

Can I undo a reconciliation in QuickBooks?

On the History by account page, select the Account and Report period to locate the reconciliation to undo. From the Action column drop-down list, select Undo. When prompted to confirm, select Yes. In the final confirmation window, select Undo

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