Add, Change, or Remove a Credit Card that Your Company Accepts

Before you can perform any of these tasks

Switch to single-user mode (Premium)

Select a task:

Add a credit card that your company accepts

  1. In the Home window, on the Setup menu, select Settings. Open Company, Credit Cards, and then Accepted.
  2. Type the Credit Card Name on a blank line.
  3. Type the Discount Fee your credit card company charges for transactions.
  4. Click to select an Expense account to track discount fees.
  5. Click to select an Asset account to track money the credit card company owes you.
  6. Click OK.

Change the accounts used to track a credit card your company accepts

  1. In the Home window, on the Setup menu, select Settings. Open Company, Credit Cards, and then Used.
  2. Select the credit card you want to change an account for.
  3. Click to select a Expense account to track discount fees.
  4. Click to select an Asset account to track money the credit card company owes you.
  5. Click OK.

Remove a credit card that your company used to accept

  1. In the Home window, on the Setup menu, select Settings. Open Company, Credit Cards, and then Used.
  2. Select the Credit Card Name and press Backspace.
  3. Select the Discount Fee and press Backspace.
  4. Select the credit card's Payable Account and press Backspace.
  5. Select the credit card's Expense Account and press Backspace.
  6. Click OK.

Note: If you are synchronizing a Sage Simply Accounting company with a Sage Billing Boss account, ensure to enter and set up the following credit card names to avoid transaction conflicts: visa, master, discover, american_expr, diners_club, and jcb. The name and spelling must be the same as in Sage Billing Boss.

What do you want to do?

Add, change, or remove a credit card that your company uses