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U
u-rahat-anqconsu
July 19, 2023
Question

Can you transfer payments to supplier in batches from review portion of banking. and match payments later with bills after you upload the bills.

  • July 19, 2023
  • 1 reply
  • 0 views
I have uploaded the whole bank statements for the year. now I want to transfer payments made to individual vendor ledgers and later when I upload the bills properly with those ledgers I want to be able to match those bills with payment. My concern is quick books is not allowing me to transfer payments to individual supplier ledgers in bulk and I donot want to go through it one by one. technically it sucks. 
Is there any way to transfer it in bulk and also how to match them with bills once I post the bills at later stage.

1 reply

R
RCV
July 19, 2023

Thanks for checking in with us, u-rahat. 

 

I understand how important it is for your company to bulk transfer payments to individual suppliers. This option, however, is unavailable in QuickBooks Online (QBO). We'll need to do it one by one in the program. We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

Furthermore, you can visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. You'll want to check for a third-party application that can help you with assigning payments to suppliers in bulk. Check out this link for a list of QuickBooks-compatible apps: https://quickbooks.intuit.com/app/apps/home/. 

 

Once you have the transactions in the For review tab, just follow the steps and details to match them: Categorise and match online bank transactions​​​​​​​. As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future. 

 

Keep in touch if you need any more assistance with this, or if there's something else I can do for you. I've got your back. Have a good day and stay safe.

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