Frequently Asked Questions

Question: How do I post credit card receipts that are not job related?

Answer:

First, you need to enter the charge to a vendor, like GAS, that a lot of people use, not to a credit card vendor. The GAS vendor might have a default GL account that is where a gas expense should be posted. Then submit it and select Post As Paid By Credit Card, and that’s when you select your Credit Card.

Tip: I have vendors in my books called RESTAURANTS, LODGING, GAS, etc.

You don’t post a credit card charge directly to the credit card vendor. If you pay the lumber company with a credit card, you post the charge to the lumber company vendor, and THEN submit that and select to post it as paid by credit card.

‘Credit Card Vendors’ will be hard coded by CHS to default to the credit card payable GL account that you associated it with on your Chart Of Accounts. The only new payables bill that you post directly to a credit card vendor is a total payment to pay down the credit card.

Also, sounds like you might need to set up a new credit card vendor AND a credit card payable account on your chart of accounts.

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