Credit Card Purchases

How do I enter credit card purchases?

Goldenseal handles credit card purchases very similarly to purchases paid for by cash or check.

Instant Credit Card Purchases

When you buy something and pay by credit card, follow these steps to enter it right away:

  1. Choose Material Purchases from the Costs menu.
  2. Click the New button.
  3. Enter the name of the supplier.
  4. Enter a brief description of the item purchases (you can also use a breakdown to show multiple items).
  5. Enter the job and cost category to which this item applies.
  6. Enter Credit Card into the Payment Method field.
  7. Enter a Credit Card account into the Details field.
  8. Click the Enter key to save the record.
  9. Goldenseal will automatically enter a payout from the Credit Card account, and mark this item as paid.

Entering Purchases from the Statement

If you don't enter a credit card purchase right away, you can enter it when the card statement arrives.

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