QBO question for credit card usage

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#1
juro  
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My client has several employees that use the company credit card.
The AMEX statements categorize all charges per name of employee.
I want to categorize the charges in QBO the same way, so I can run reports for one employee at a time.
We have a big problem with too much $$ being spent on these cards.
Boss wants to see where all the $$ is going, and who is spending it. Each employee is assigned to a
job site, and my reports would make it easier to follow.
I tried to use the Class field, but it stays blank on the custom reports.
 

#2
CathysTaxes  
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It's been awhile since I used QBO. On Quick Books desktop, I would set up a Credit Card account for each employee. This way each employee could be reconciled and all of his/her charges would be in one account.
Cathy
CathysTaxes
 

#3
juro  
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ok. when i did the bank feed, all 4,000 charges went into one account. oh well.
 

#4
CathysTaxes  
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The cc feed and bank account feed is ugly.
Cathy
CathysTaxes
 

#5
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Not all corporate cards allow you to set up a separate feed for each employee. TD Bank allows it, for example, but AMEX does not--one feed to one account, unless you manually enter through journal entries (which is what I used to do).

AMEX itself has some decent reporting abilities, and should allow the company to capture spending by some broader categories by employee. Might give that a try to see if it suits your needs.
 


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