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LMA1
September 16, 2020
Question

Just set up a new file. Entered a bill. Selected option to pay the bill. There is no Method field available - I need to identify this as paid by e-transfer.

  • September 16, 2020
  • 1 reply
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1 reply

J
JamesM
September 16, 2020

Hi LMA1,

 

Recording bill payments is an essential task and it's important you're able find the appropriate payment method. I'd be happy to give you a hand by showing you how to record a bill payment in QuickBooks Online.

 

To do this, follow the steps below:

  1. Select + New.
  2. Under Suppliers, select Pay Bills.
  3. Select the appropriate Payment account (select the account you use for e-transfers) and enter or verify the Payment date. Use the account from which you pay the bills. To pay one bill from different accounts (for example, part by cheque and part by credit card), or to record separate payments on different days, you must enter each partial payment separately.
  4. If you select a chequing account, verify or change the Starting cheque no.

For additional steps, I recommend checking out this helpful article with more info on: Entering and paying bills. 

 

I hope this info helps. In case you have other questions, feel free to contact our support team using this link here. Otherwise, leave a comment below and I'll make sure to get back to you. 

S
SK8rPlace
February 17, 2021

I believe the question was how to designate a partial payment other than by check? I have the same question. We often pay partial bills by Debit card for example. I did not see a drop down to change the payment type in Pay Bills.

Rebecca R
Rebecca R
February 17, 2021

Hi there @SK8rPlace and thanks for joining in on this thread to seek support.

 

The original poster was looking for guidance on how to pay a bill in QuickBooks Online, as the Bill transaction doesn't allow for payment method selection directly within it. It's an easy mistake to make. Your question is a little different, but I'm happy to answer it and hopefully provide direction for others who might happen across this thread.

 

When you navigate to the + New button or choose to Make payment directly from the Bill transaction in the Expenses tab, there are several fields you'll need to complete. You're correct in saying that there isn't a dropdown to select your payment method within a Bill Payment, but you can select the account that you'll be paying from using the Payment account dropdown. This is because Bills are typically entered and paid at different dates, whereas an Expense transaction is entered and paid in the same transaction. If you choose an Expense from the + New button you'll notice that this transaction gives you a dropdown for payment method.

 

Check out our article for clarification on when to use these different methods: What is the difference between bills, cheques, and expenses?

 

Since Expenses are designed to be paid in one go, you can't select multiple payment methods. Making multiple partial payments needs to be done via the Bill and Bill Payment transactions. You can simply select the bill that you're looking to pay and enter the amount of the Payment in the appropriate field. Hit Save once you've finished. If you only paid a partial amount, you'll still see the option to Make payment from the Expenses tab so that you can continue to make partial payments until the Bill is completely paid.

 

Let me know if you need further clarification or support. I'm here to help when you need it. Take care.

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