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JC518
December 12, 2024
Question

We have multiple AP accounts in our COA. Is it possible to have a dropdown list of AP in the create bill section so we can select the appropriate AP account.

  • December 12, 2024
  • 8 replies
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Original commenter did not share additional details

    8 replies

    Trish_T
    December 12, 2024

    Hello JC518,

     

    Welcome to Community!  QuickBooks Online provides the features you need, to accomplish your goals in a timely fashion.  I would be glad to help!

     

    When creating a bill, you will have the option to select the appropriate Category from the ▼ dropdown menu.  If the list doesn't populate, I suggest clearing cache on your browser, or try another browser such as Safari, Firefox, Google Chrome, Edge, or a private incognito window.

     

    In addition, you can set a default category to your suppliers, so they automatically apply to your bills.  Here's how;

     

    1. From the left menu, open Expenses, then Suppliers

    2. Select a supplier from the list and hit Edit

    3. Scroll down to the Accounting section

    4. Use the ▼ dropdown menu to select the Default expense category

    5. Hit Save.


    Should you require additional assistance, please don't hesitate to contact us outside of this forum. We would enjoy the opportunity to work with you personally, and ensure you're able to accomplish your QuickBooks goals without delay!

     

    Feel free to reach back out with any other questions. We would be happy to help!

    JC518Author
    December 13, 2024

    Hi Trish_T,

    I appreciate your response.

    Our concern is that we are having issue posting our bills to the correct AP account. We have multiple AP account in our COA such as AP CAD, AP USD, and Tax remittance.
    What happens is that whenever we create a bill
    it will automatically post to the Tax remittance AP account which makes our P&L report
    incorrect. And there's no option where we can select or edit the account on the bill.


    Current transaction journal of all our bills in Canadian currency is this:

    Debit     Expense

    Credit           Tax Remittance AP

     

    whereas we need our posted transactions transaction journal to be like this:

    Debit     Expense

    Credit           Accounts Payable CAD

      Trish_T
      December 13, 2024

      Hi JC518,

       

      QuickBooks is designed to have one A/R and one A/P account, which are created when you select your industry type during company set up. When you create a bill/expense the appropriate account will be automatically applied.  Additionally, when you have multiple bills/expenses, you can upload them to QuickBooks to save valuable time.  However, in your current situation, I feel the best course of action is to contact our Customer Care team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.   With your consent, they can connect with you virtually, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

       

      If you have other questions or concerns, please don't hesitate to reach back out.  We would be glad to assist!

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