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Mathilda's avatar
Mathilda
Trusted User
4 years ago

Reconciling a Credit Card

Good morning.  I have literally read through 8 pages of previous posts to avoid asking the same question as before but there are conflicting information, so I am just doing this ...   I have a Cred...
  • Steven_M's avatar
    4 years ago

    Hi Mathilda 

     

    Typically credit cards are set up as liability accounts with the account type being Credit Card. By doing this the account will appear in the Pay from Account lists to make payments from.

     

    In your post you mentioned that you had set it up as a liability account, I assume it wasn't listed as having the account type of credit card. To remedy that one and have it appear in the lists, go to Accounts>>Accounts lists>>Choose the desired account and update the Account Type field to be Credit Card. Once that has been done, you should be all sorted to use that account on payment transactions.