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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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talyiana
talyiana
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talyiana
talyiana
Questions asked: 16
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Points earned: 25
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08/04/11 4:44pm PDT
Viewed by asker 08/04/11 5:36pm PDT

Why are my credit card charges showing up as General Journal type transactions instead of credit card charges?

US QuickBooks for Macintosh

Hi all,

When intially setting up my credit card account in QuickBooks I had by mistake set it up as a liability instead of a credit card. I did this because I was having trouble connecting it to my online account and set it up this way according to some recommendations I had found somewhere on the net.

The other day I decided I really wanted it set up as a credit card and not a liability so I changed the account to a 'credit card' instead of liability and managed to connect successfully after all, so thought all was well. I then noticed that all of my earlier charges are showing up as "General Journal" type transactions instead of CC (credit card) type transactions. How can I change these to CC type transactions? And how can I prevent future transactions from showing up as General Journal type transactions? If I eneter the charges directly into the Credit Card register for a vendor I have used previously, then it shows up as a GJ type transaction, whereas if I enter the charge via the "Enter Credit Card Charges" icon, it shows up correctly as a credit charge type.

Please can you advise me as to how I can sort out this little mess?

 

Thank you very much,

Christine

 

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talyiana
talyiana
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talyiana
talyiana
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08/04/11 5:00pm PDT

 Okay.... I suppose I am going to have to delete and re-enter all the transactions the proper way bah humbug>;B Groan moan. That will teach me to do things right from the start the next time around...

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GP0142
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08/04/11 5:03pm PDT

A credit card is a liability so in the Balance Sheet doesn't make  a difference if it's a entered as C/C or Current Liability  

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talyiana
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08/04/11 5:36pm PDT
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You are very right.:) I think I am just being a stickler for all credit card transactions showing up as credit card transactions on all reports. I know very well I am making life unneccessarily difficult for myself....lol:) Thank goodness I only have about 25 transactions or so...

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