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J
jrajaratnam-wcsc
February 15, 2023
Question

How do I show an expense show up in December 2022 when it was paid for in January 2023? Using Bills/Pay bills - the expense will show up in January 2023.

  • February 15, 2023
  • 1 reply
  • 0 views
We had an expense that occured in 2022. We paid it in January 2023 but we need the expense to show up in 2022 when we pull up the account history. How do we do this? If I choose "Bill" - and then "Pay Bill" - even if the original bill is dated in December 2022, the date of the payment which is in January 2023, is the date that the account is debited. Thanks.

1 reply

BigRedConsulting
BigRedConsulting
February 15, 2023

It sounds like your reports are running on a cash basis.  If you run them on an accrual basis, expenses will appear on the Bill date, not the Payment date.

J
jrajaratnam-wcscAuthor
February 17, 2023

Our system is running on accrual basis - that's what's weird about it. Date of the bill should cause it to show up in December.

A
AbegailS_
February 17, 2023

Thank you for the clarification, @jrajaratnam-wcsc.

 

I agree with BRC, if you run the report on an accrual basis, expenses will appear on the Bill date, not the Payment date.

 

It seems that you're experiencing a browser issue. Usually, this error occurs when there's too much cache in your browser.

 

To better isolate if this is a browser issue or not, let's access QuickBooks Online (QBO) using a private or incognito window. 

 

Here's how you can access private browser: 

 

  • Google Chrome: Ctrl + Shift + N 
  • Microsoft Edge: Ctrl + Shift + P 
  • Firefox: Ctrl + Shift + P 
  • Safari: Command + Shift + N 

 

Then go back and try to match the bills. If it works, we can clear your browser's cache to delete those temporarily stored files and free some space on your browser's data. You can also do this task on other supported, up-to-date browsers like Google Chrome or Mozilla Firefox. Clearing it will refresh the system, and you'll be able to work with clean trash.

 

 I'll add this article for more information about managing reports in QBO: Run reports in QuickBooks Online.

 

In case you're interested in exporting your reports, you can refer to this article for the detailed steps: Export your reports to Excel from QuickBooks Online

 

Feel free to add a comment below if you need help with managing reports or customizing one. I’m more than happy to lend a helping hand. 

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