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M
MASC Ducks
March 9, 2024
Question

Returning to a Reconciliation to Pay Bill

  • March 9, 2024
  • 1 reply
  • 0 views

Hello,

In QuickBooks Desktop - I reconciled a credit card.  When the box popped up to pay the credit card I closed it because I though I paid the card bill somewhere else (I'm a rookie).  I should have hit "Create a bill to pay later."  I did not do that.  I am trying to get back to that screen so I can create the bill to pay off pay the card off.  I could enter it as a check register but I think it will show the payment twice.

 

Bottom line - can I return to the box for payment that popped up after the reconciliation was complete?

 

-Chad

1 reply

I
IrizA
March 9, 2024

Let me guide you on creating a bill after reconciling your credit card transactions, MASC Ducks. 

 

There are two options where you can pay a portion of the outstanding balance, you can either create a written check to pay for expenses that are to be paid immediately or enter a bill for vendor bills to be paid at a future date. 

 

Here's how: 

 

For Write checks: 

 

  1. Go to the Banking menu, then click Write checks or simply type Ctrl + W. 
  2. Fill up the necessary information, such as the Bank account, Pay to the Order, Date, Amount, Address, Expenses, or Items tab.
  3. Once done, click Save and Close. 

 

For Bill:

 

  1. Go to the Vendors, and click Enter Bill. 
  2. Choose the correct accounts payable from the dropdown. 
  3. Tick the boxes that you'd want to pay. 
  4. Set any Discount or Credit that you want to apply to your bills.
  5. Enter the Date you paid the bill. 
  6. Choose a Payment method. 
  7. Click Pay selected bills. 
  8. Press Done or Pay More Bills if you have other bills to pay. 

 

For more detailed steps of information, you can access this article: Set up, use, and pay credit card accounts. 

 

Keep me posted if there's anything else I can help you with. I'll always be around to offer my assistance. 

 

M
MASC DucksAuthor
March 10, 2024

Thank you for responding.  I already entered all the various credit card charges into QB by "Enter Credit Card Charges."  By doing that, aren't those already seen as being deducted from my account?  The instructions you gave above is to enter a credit card as a bill and then pay it.  Isn't that adding the charges twice into the system? 

 

Also, if I do it that way it asks me for the account and class for the overall credit card amount, but the charges were from all different accounts and classes.  Those were all put in separately when I Entered Credit Card Charges.  I do not need a check.  I have already transferred money out of my checking account to pay off the credit card.  I simply need to show it has been paid in QB.

 

I apologies if this doesn't make sense.  

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