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Jessica124
September 13, 2023
Question

I want to be able to see previous (partial) payments on outstanding bills.

  • September 13, 2023
  • 1 reply
  • 0 views

I pay my bills in Quickbooks online through "Pay Bills". When I'm doing that I can see the open balance for my outstanding bills but I can't see if I've previously paid a portion of any of the bills. Is there a way to change the format so I can see if I've previously made a payment on any of my outstanding bills? For instance, if I could see the total bill amount I would be able to see that the outstanding balance is less than the total bill and I would be able to tell that I've already made a partial payment on the bill.

 

Due to the nature of our business, bills are often paid in multiple partial payments and not necessarily in order of age. Having to look up previous payments through the vendor record really slows things down.

 

 

1 reply

T
Trish_T
September 13, 2023

Hi Jessica124,

 

Welcome to Community!  I can see the benefit of being able to review previous payments made towards bills.  QuickBooks Online provides options, so you can see what matters most.  I'd be glad to assist!

 

To see if you've previously recorded a payment, you'll select the Supplier and then open the Transaction list.  Click on the Filter ▼ dropdown menu and select the Type.

 

You can also run a report to see applied payments.  Here's how;

 

1. Open Reports from the left menu

2. Enter Bills and Applied Payments in the search field

3. Customize the report

4. Select Date, Amount, Supplier, Open Balance, Due Date and any other information as you feel necessary

Hit Run report

 

Should you require additional assistance, please don't hesitate to contact us.

 

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