You’ll need a company credit card account before you can create credit card transactions.
To create a credit card charge, follow these steps:
- Go to Transactions > Bank > Use Credit Card.
- Select a vendor from the dropdown menu.
- Go to the Expenses & Items tab, click the Items sub-tab, and select an item from the Item dropdown menu and a location from the Location dropdown list.
- Click Add to add the line item.
- Click Preview Tax.
- Verify the tax is displayed in the Tax section of the primary information area.
- Go to the Tax Details tab if you want to check the individual tax lines.
- Click Save.