How to Add a Credit Card to a Company?

Modified on Mon, 24 Jul 2023 at 03:01 PM

You can view the video procedure or follow the steps below. This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Data” tab and the “Companies” subtab.

2. Click on the company to which you want to add a credit card.

3. In the third page of the dialog box, in the “Credit Cards” section, enter the card name (Visa, etc.) and the name of the financial institution. 

4. Select the account (it automatically selects the account “2140 – Credit Cards Payable”, but you can type another one).

5. To add another credit card, click on “Add a credit card”, and repeat the process. However, make sure that you select a different account, or create another one.

6. To create a new account in the chart of accounts, click on “+” next to “Select an account” and on “Finish” when you are done (everything should be filled out automatically).

7. Click on “Finish.”

You have now added a credit card to a company.

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