I have begun to use my banks Bill pay system instead of writing checks in QB Desktop and I did not realize that when you downloaded the transactions you not only needed to select the vendor you were paying but also had to select the specific bill that the payment applied to before accepting the transaction. Now I have the check applied to the vendor so the balance is ok but the bills don't show as paid so they keep coming up on the unpaid list. Is there a way to link the ckeck to the bill after download. Some have told me the only way is to delete the check and then pay the bill again without printing the check - this creates problems for the bank recs. Can anyone help?
Hi there, SwTrinity.
I'd be happy to help you apply the bill payment check to the right bill.
I agree with you. I also wouldn't recommend deleting the check since it may cause a discrepancy when you try to reconcile the transaction. That said, an easy way to resolve this is to simply open the Bill Payment Check and apply it to the right bill. Here's how:
For future reference, I'm also including this article: Pay bills in QuickBooks Desktop
That should do it. With these resources, I'm confident that you'll be all set with your bills in no time!
Keep in touch if there's anything else I can help you with. I've always got you covered. Thanks for dropping by, wishing you and your business all the best.
You're right, SwTrinity.
The option to change a check transaction into Bill Payment Check is unavailable. Since the downloaded payments were classified as checks, you can remove them in the Transaction List window on the Bank Feeds Center.
Once done, apply the Bill Payment Check in QuickBooks. Just follow the steps and details in this article: Pay bills in QuickBooks Desktop.
I found a helpful article for more details about adding and matching Bank Feed transactions: https://quickbooks.intuit.com/community/Help-Articles/Add-and-match-Bank-Feed-transactions/m-p/20375....
Feel free to reply to this thread if you need anything else. I'd be glad to help.