Purpose
Some companies might pay for vendor material with a credit card. These types of payment entries still need to be recorded for your purchasing record in Aspire and also get into your QuickBooks Online account.
Creating a Purchase Receipt in Aspire
Entering credit card purchases in Aspire is necessary for accurate bookkeeping. To do this:
- In the Quick Menu, click New Purchase.
- Fill out your Purchase Receipt into Aspire for your vendor payment.
- Enter CC to indicate that it was paid with a credit card on the Invoice # field. This will help you easily identify receipts paid with a Credit Card when synced with QBDT!
- Approve the Purchase Receipt; this makes sure the Purchase Receipt syncs to QuickBooks Online.
📑To learn more about approving Purchase Receipts, please read Purchasing- Approving Purchase Receipts, here.
Processing the Purchase Receipts in QuickBooks Online
- Find the bill that synced from Aspire by going to your Vendors and searching for that vendor.
- On the line in QuickBooks, select Mark as paid in the drop down in the Action column.
- When the window pops up to specify what account the bill was paid from, select the appropriate credit card account. 💳
- Click Save.
- When you download the transactions from the credit card company, the vendor bill will now match to the download.
