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January 30, 2024
Question

When entering bills in QB Online the only option it to enter total. Desktop would allow me to enter items and then it would calculate the total. Why not in QB Online?

  • January 30, 2024
  • 2 replies
  • 0 views
This feature is particularly helpful if a vendor has multiple costs, items, etc on one bill and does not provide a total.  Since switching from Desktop I cannot figure out how to do this without manually calculating each line item cost and total using a calculator.  Is there a way to do this??  Thank you!

2 replies

January 30, 2024

Hello there, jbkdistributors-.

 

QuickBooks Desktop and QuickBooks Online are two different products with unique features. And I wanted to share some information with you about how the Bill feature works in QuickBooks Online (QBO). 

 

To itemize the bill, you can enter specific products and services in the Item details section. Here are the steps to follow:

 

  1. In the left menu, click the + New button.
  2. Choose Bill.
  3. From the Vendor ▼ dropdown, select a vendor.
  4. From the Terms ▼ dropdown, select the bill's terms. This is when your vendor expects to be paid.
  5. Enter the Bill dateDue date, and Bill no. as they're recorded on the bill.
  6. Go to the Item details section and enter the bill details.
  7. Enter the Amount and tax.
  8. If you plan to bill a customer for the expense, select the Billable checkbox and enter their name in the Customer field. 
  9. Select Save and close when done.

 

For more details on tracking your bills, you can check out this article: Enter and manage bills and bill payments in QuickBooks Online.

 

Also, if you have a receipt, you can email it to QuickBooks and we'll extract info from it and create a transaction for you to review. Here's a great resource you can check out for more information: Email receipts and bills to QuickBooks Online.

 

Please don't hesitate to reach out if you have any questions or concerns about QuickBooks Online. I'm always here to help. 

January 31, 2024

I know how to enter the total bill, just don't understand why I must calculate the total manually then enter the total.  QB Online should have the capability to enter items on a bill then total that bill for you.  Desktop certainly did and it was an amazing time saver!  Thank you, Beverly

April 18, 2024

This is the type of support we get with Intuit... they don't even understand the question and give a boilerplate response. Quickbooks desktop is being phased out and now we all have to relearn a product that is not made for efficiency. It must also frustrate you how there is a lag when selecting accounts. They just don't care that people have been using desktop for more than a decade and built their systems around it. Unreal

January 31, 2024

@jbkdistributors- 

Did you receive your bills in PDF format? You can use a free app to receive the bill in your mailbox and the app will convert it into QBO then schedule the bill payments. You don't need to manually register the bills in QBO.

January 31, 2024

No unfortunately we receive no bills in PDF format.  Thanks for your reply though.  Beverly