Teri, why are you making this personal? "She is also not here to steal QBT's clients, like all 3 of us, we like to help people and that is real goal here."
I even Referred clients to you in the past! If you are not willing to Network, just tell us to Stop Making these referrals. Sheesh. You seem to find this networking Competitive, not Cooperative?
"I was wondering if you all would be open to using a diagram to outline your QB steps"
Step 1. Company A uses Enter Credit Card Charge, posting to an Other Asset account of some sort, for the amount that is spent on behalf of another party.
Step 2. Company A enters a Credit Card Credit to show the other party made a payment against that account's running balance directly to AMEX, and posts this as Other Asset = shows they got repaid indirectly. Company A is now ready to make their own credit card balance payment as they always do it.
Step 3. Company B Paid for what was bought on their behalf by their Payment to AMEX, so they can simply List that "expense" on the payment entry to AMEX.
Three Steps.
