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July 6, 2020
Question

I entered my monthly expenses as "expenses" instead of a "bill" Is it possible to change an "expense" to a "bill" or do I have to re-do them? :)

  • July 6, 2020
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1 reply

AddieC
July 6, 2020

Hi kim129, 

 

QuickBooks Online has been designed to accommodate tons of different transaction types. In regards to expenses, you can enter bills, expenses, or cheques depending on which transaction suits your needs. I'd be happy to shed some light on how these transactions are different, and how to create a bill if you've made an expense by mistake. 

 

It's important that you know how QBO defines a bill versus an expense. Use the Expense transaction type if you're recording an expense that was paid on-the-spot. You'll use the Bill feature if you're recording a bill that you'll pay at a later date. For more information on that, check out this helpful article: What is the difference between bills, cheques, and expenses?


If you've recorded transactions using the Expense tool rather than the Bills tool and you need to change that, you'll have to manually recreate them. There's no way to convert an expense into a bill. Don't worry, the process to do that is quite simple.

 

To delete an expense, click the Expenses tab on the left navigation menu, then locate the expense from the list. Once you've done that, click the drop-down arrow in the Action column, then select Delete. Make sure to note the details of the expense so you can re-create it. 

 

Next, create it as a bill by clicking + New > Bill


I hope this helps get you back on track. 

Have a wonderful week.