I'm here to share some info on how you can track CC charges and bank fees, @Tamalam.
If you want to track the charges separately, we can create an expense or check in your account.
To record an expense, here's how:
- Choose + New. Then select Expense.
- In the Payee field, select the vendor.
- Under the Payment account field, choose the account you used to pay for the expense.
- In the Payment date field, enter the date for the expense.
- Under the Payment method field, choose how you paid for the expense.
- If you want detailed tracking, enter a Ref no or Permit no. This is optional.
- In the Tags field, enter the preferred label to categorize your money.
- In the Category details section, enter the expense info. In the Category dropdown, select the expense account you use to track expense transactions. Then enter a description.
- Enter the Amount and Tax.
- Once done, click Save and close.
If you want the charges to be included in the payments received from the customer, you can create a bank deposit. Then, enter the charges as a negative amount. For detailed steps, please utilize this article: Record and make bank deposits in QuickBooks Online.
I'm also adding these resources you can utilize to help manage your transactions in QuickBooks:
If there's anything else that I can help you with tracking CC charges and bank fees, feel free to leave a comment below. I'll be around to assist you further. Wishing you the best.
