Select the Payee from the dropdown menu or start typing a name to add a new Vendor. 

Choose the account from which to transfer the money.

EXPENSE
Payee *
View Detail
CRED
Credit Card Vendor
×
Credit Card Vendor
Payment Account *
1010 - Cash Register Pass Thru
1000 - Commissions Account
3000 - Credit Card
1008 - Escrow Account
1005 - Operating Account
1006 - Petty Cash
1600 - Plaid Checking
1605 - Plaid Saving
1999 - Title Settlement Clearing Account
10120 - new credit card
Inventory Asset
1300 - Payments to deposit
Uncategorized Asset
1000 - Commissions Account
Balance
Payment Date *
Payment Method
Cash
Check
Credit Card
Electronic Payment
What did you pay with?
Ref No.
AMOUNT
$0.00

Click this date field to record the date of the payment. 

Select the Payment Method from the dropdown menu. 

Click this text field to add a Reference Number. 

Select the account from the dropdown menu to send the transaction to.

Click the text field to add a Description. 

Click this text field to add the Payment Amount. 

Click "Banking" to verify that the Payment posted in the Credit Card Account. 

Select the Credit Card Account from the dropdown menu. 

If the Bank Account and Credit Card Account are connected to the Brokerage Engine Accounting platform under Banking, then the "Find Match" function could be utilized to match the payment using one entry.

Click "Banking" to display the connected Credit Card Account. 

Locate the "Received" transaction matching the payment amount under the "For Review" tab.

From the dropdown menu, select "Find Match"

Select the corresponding transaction by clicking on the checkbox and then click on "Save"