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M
marvberg
April 30, 2023
Question

memorized bank auto pay and vendor bills

  • April 30, 2023
  • 1 reply
  • 0 views

In using bank auto payments  as memorized, how can I get the transaction to show up in bill paid to a vendor to track the expense,

Do I first have to enter the bill and and use memorized bill since it is monthly but then it shows as a bill but the memorized auto pay will not match it to the bill as paid

1 reply

S
SirielJeaB
April 30, 2023

Welcome back to the Community. Thank you for always getting in touch in our forum, @marvberg. I'd be pleased to help you record your transaction in QuickBooks Online. 

 

I know how important it is to track your transactions accurately. Let's begin by manually linking the check to your bill. I'll show you how:

 

  1. Open the written check, then go to the Expense tab.
  2. Modify the account associated with the check to accounts Payable.
  3. Choose the name of the vendor in the Customer: Job column.
  4. Hit Save and Close.

 

Once done, you can now create the bill. Then, pay the bill by applying the written check. Please follow the steps below:

 

  1. Go to the Vendors menu, then select Pay Bills.
  2. Click the bill which you want the payments to be applied to.
  3. Hit the Set Credits option.
  4. Go to the Credits tab, then put a checkmark on the check.
  5. Select Done, then click on Pay Selected Bills.

 

Moreover, note that since you're unable to match the memorized bill as the bill paid, you can proceed with entering the bills manually.

 

You may want to learn how to create and manage repeating transactions in QuickBooks Desktop. Refer to this article: Create, edit, or delete memorized transactions.

 

If you have any additional queries concerning controlling vendor entries in QBDT, don't hesitate to ask. Please share your thoughts in the comment area. Enjoy the rest of the day, and be careful, marvberg.

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