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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
JasroV
QuickBooks Team

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Thanks for joining this thread, Sophia and @mbrideau.

 

To ensure the accuracy of your accounts, you'll want to keep a record of all your transactions. Thus, it's a best practice to record them in your QuickBooks Online (QBO) account.

 

In regards to your direct debits expenses, you'll want to record them so can reconcile your accounts and bank statement seamlessly. I'll show you how.

 

  1. Go to the + New menu and select Expense.
  2. Enter the needed details for your expense and click Save and close.
  3. Repeat the same process for your other expenses.

 

You can also use this link for additional reference: Enter and manage expenses in QuickBooks Online.

 

Moreover, I'd suggest working with your accountant for the best advice in handling your accounts. This way, we can guarantee your accounts are well accounted for. 

 

On the other hand, @mbrideau.

 

Editing the list in the Business Purpose drop-down isn't possible in QBO. You'll want to work with your accountant for guidance on what category to choose in covering your cause. 

 

Furthermore, I'm adding this link that can both aid you in tracking your mileage seamlessly: Automatically track mileage in QuickBooks Online.

 

If there's anything else you need assistance with about mileage or expenses, you're always welcome in the Community space. I'll be here ready to lend a helping hand. Keep safe!

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