How to Add Credit Card Accounts in QuickBooks

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In Brief...

Once you finish your initial company setup with Express Start, you can add credit card accounts to your chart of accounts. To set up credit card accounts for cards your company uses for purchases, follow these five steps.

This feature works the same in versions 2011–2016 of QuickBooks.

Instructions

  1. On the Home page, in the Company panel, click Chart of Accounts.

  2. In the Chart of Accounts dialog box, click Account and select New.

  3. In the Add New Account: Choose Account Type dialog box, select Credit Card and click Continue.
    Add New Account Choose Account Type Dialog Box

  4. In the Account Name field, type the credit card name.
    Add Credit Card Name

  5. Click Save & Close.

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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