In Crunch, you'll need to include the details of any credit card accounts being used for business purposes - once you’ve added it to your account, it can then be used to record expenses being paid for out of that account.


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Pro-tip: If you're using Google Chrome, double right-click anywhere inside the video while it's playing and select 'Picture-in-picture' to watch while you complete the steps when logged into Crunch!

 


Step-by-step instructions

To add the details of a credit card, navigate to ‘Banking > Accounts & Cards’:

 

 

In the bottom right of your account, use the ‘(+)’ button and select ‘New Credit Card’:

 


Enter the credit card account information

Enter a ‘Name’ for the credit card account - this will help you to identify it, if you have multiple credit cards:

 

 

Next, you’ll need to enter the last four-digits of the long card number for further means of identification:

 

 

In Crunch, we can only support pound sterling credit card accounts, so you’ll need to confirm this is both being used for the business and is a sterling-only account by using the checkboxes:

 

 

Once complete, simply select ‘Save’:

 

 

You’ll now see your credit card account listed on the ‘Accounts & Cards’ dashboard, alongside any other accounts you’ve included:

 

 

If you ever need to edit the details of a credit card account, simply select the ‘Edit’ icon:

 


Related Help Centre articles

Next, we’d recommend setting up your suppliers. 

Check out our creating suppliers guide. This will teach you how to add your suppliers so that you can start to enter your business expenses.