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How To Reconcile Credit Cards In QuickBooks

Whether youu2019re an accountant or a business owner, if youu2019re using QuickBooks, itu2019s necessary that you reconcile your credit cards in QuickBooks. This helps you ensure that all the financial records are up-to-date and accurate.<br>

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How To Reconcile Credit Cards In QuickBooks

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  1. How To Reconcile Credit Cards In QuickBooks?

  2. Whether you’re an accountant or a business owner, if you’re using QuickBooks, it’s necessary that you reconcile your credit cards in QuickBooks. This helps you ensure that all the financial records are up-to-date and accurate.

  3. 1. Firstly, from the top menu, head toward the “Banking” section and click “Reconcile.”

  4. 2. Then, from the “Account” field, select the credit card or bank account you wish to reconcile

  5. 3. Next, the “Statement Date” will be filled in automatically. Make changes so it matches your statement.

  6. 4. Also, QB is known to enter the Beginning Balance automatically.

  7. 5. After that, type in your “Ending Balance” mentioned in the statement.

  8. 6. Now, type in your “Interest Earned” and “Service Charge” mentioned in the statement. Also, avoid adding charges that you have already typed in.

  9. Contact Us Email: info@mwjconsultancy.com Street: 78 Farmers Ave Lindenhurst, NY 11757 Phone: +1 877 469 0298

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