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T
tdmongillo
April 15, 2020
Question

No list of bills to mark as paid

  • April 15, 2020
  • 1 reply
  • 5 views

I have a credit card payment that was designated as a bill to be payed after I reconciled my statement last month. That payment went through this month and I downloaded it from my banking institution. In the past, QB would recognize it as a paid bill and Auto approve it. The dollar amounts match. In my banking transactions list, I click from the drop-down list "Select bill to mark as paid." A pop-up appears where I'm supposed to be able to select the  bill that matches. There are no bills listed to select. I know I have bills to pay, including the one that matches this transaction because when I go to the home screen and select "Pay Bills" it is listed there. It worked on a previous version of QB (Pro Desktop 2019). I have QB Pro Desktop 2020. 

1 reply

M
mv32
Level 8
April 16, 2020

Thanks for sharing the details, @tdmongillo.

 

You may have marked the bill as paid and included it in the reconciliation. That said, banking isn't able to recognize or find a match for the transaction that has already been marked as reconciled.

 

I'd suggest reviewing the reconciliation to check if it was reconciled precisely.

 

Just in case you need to undo the reconciliation, you can follow these steps:

  1. Go to Banking, then Reconcile.
  2. Choose the Account from the drop-down. Then, enter the Statement Date.
  3. Click Undo Last Reconciliation.

 

I'll add these articles as your references in reconciling accounts in QuickBooks Desktop:

 

Please let me know if you have more questions. I'll be around to help. Stay safe and healthy!

T
tdmongilloAuthor
April 16, 2020

Thanks for reaching out to help. Unfortunately, that didn't do the trick. I was able to get the transaction to automatically match in a very inconvenient back-door manner. This is how:

1. Home tab> Pay Bills: Check bill that was paid, and mark it as paid.

2. Go back to Bank Feed transactions. The payment was automatically recognized and matched to the paid bill (blue). I was able to approve it.I still don't understand why there was no list of bills to mark as paid within pop-up that opens after clicking "Select bills to mark as paid." There should have been multiple bills to choose from....frustrating. I attached a screenshot of the pop-up showing a complete lack of bills to mark as paid in my original message. Any idea why none of my bills are populating?

 

 

 

 

JessT
JessTModerator
Moderator
April 16, 2020

Hi there, tdmongillo,

 

Thank you for coming back and for explaining everything in detail.

 

I've looked into your screenshot and I can see that you haven't selected a vendor yet. Basically, you'll need to select one first, so QuickBooks will scan all the bills of the vendor and you can choose the matching one. Please see the sample in the screenshot. I'm using QuickBooks 2019. 

If you can notice, the table where you can see all open bills doesn't have a name column, so we have no clue which bill is which. Therefore, you'll want to select a vendor first, so you will only see the outstanding bills of that vendor.

 

lf you have other questions or you need clarification about this, feel free to reach back out. I'm just around to help.

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