How to Transfer a Credit Card Balance in QuickBooks Desktop

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Издатель Jun 24, 2026

How to transfer a credit card balance in QuickBooks Online, step by step.

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If you've moved a balance from one card to another (a new points card, a promo rate, whatever the reason), this walks you through exactly how to record it so both cards stay correct, without leaving a balance behind on the old card.

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Need the Online version: https://youtu.be/CaMBDvgzDmA

▶️ WATCH NEXT (Credit Cards in QuickBooks series):
How to Enter & Reconcile Credit Card Charges: https://youtu.be/1-RVt10iJ2Q
How to track multiple or corporate credit card accounts in QuickBooks - https://www.youtube.com/watch?v=BsczaX6H9Gg

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Mastering Bank Feeds: https://CandusKampfer.com/bankfeeds
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Timecodes:
0:00 Intro: why transfer a credit card balance
0:20 Navigate to the Chart of Accounts
1:19 Find your credit card accounts (Liabilities)
1:42 Create the new credit card account
2:27 Set it up without an opening balance
3:10 Open the account register
3:42 Enter the transfer in the register
4:23 Choose the destination card
4:47 Check the balances after the transfer
5:19 Reconcile the new card statement
5:43 View the new card's beginning balance
6:00 Alternative: the Transfer feature
6:40 Summary and preferred method
7:20 Wrap up and support

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