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ChiColorLabel
January 27, 2022
Question

Match Payments to Bills - A Quicker Way?

  • January 27, 2022
  • 1 reply
  • 0 views

After converting from Sage 50 to QuickBooks we imported all 2021 transactions for one of our credit cards and used the Bank Feeds screen to add them to the register. However, since we didn't use the matching feature in the Bank Feeds screen, the bills still show as unpaid and will need to be matched to the payments that were imported/added to the register. 

 

We started doing this in Vendors --> Pay Bills screen but it is very tedious to do it here for 500+ transactions - since it seems I can only do one at a time. After applying each payment to the respective bill, the Pay Bills window reopens and all of the filters need to be reset to see the appropriate data again. Each match can take nearly 10 clicks/data entry points to complete.

 

Is there an easier/quicker way to match this many payment credits to their respective bills?

1 reply

MJoy_D
MJoy_D
January 27, 2022

I can share some information about recording bill payments in QuickBooks Desktop (QBDT), @ChiColorLabel.

 

The feature to pay your bills in bulk is currently unavailable. That would be a great addition to the current features that we have in QBDT.

 

I invite you to provide input to our developers so that this feature can be added to future releases. Rest assured, I'll do the same on my end.

 

Here's how:

 

  1. Select Send Feedback Online from the Help menu.
  2. Click the Product Suggestion from the drop-down menu.
  3. Fill out the on-screen instructions in the QuickBooks Feedback window.
  4. After that, click Send Feedback.

 

In the meantime, you can process bill payments one by one. You can check this article for more information on how to pay bills: Pay bills in QuickBooks Desktop.

 

Also, here's a guide that can help you get started with your QuickBooks account: Get started with QuickBooks Desktop. 

 

Please let me know if you have any other queries concerning transactions. I'm always happy to lend a hand in any way I can. Enjoy the rest of your day!

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