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Can apply a cheque for a deposit paid entered to a supplier using category accounts payable, to the unpaid portion of the purchase invoice which has been being entered?

 
Solved
Best answer 07-03-2019

Accepted Solutions
QuickBooks Team

Re: Can apply a cheque for a deposit paid entered to a supplier using category accounts payable, ...

I appreciate you for clarifying your concern, @cormicanann.

 

I'd be delighted to share with you the steps to ensure you're able to link your Cheque transactions with your Bill.

  1. Go to the Plus Icon (+).
  2. Choose Expense or Cheque.
  3. Enter the name of the Supplier.
  4. Under the Category column, select Creditors (Accounts Payable).
  5. Type in the Description and Amount.
  6. Click Save and Close.

Once you received the invoice from your supplier, you can create a Bill transaction to record it and link it with the cheque transactions.

 

To create the Bill:

  1. Click the Expenses menu.
  2. Choose the Suppliers tab.
  3. Locate the name of the supplier.
  4. In the Action column, click the Create Bill link.
  5. Enter to Bill details.
  6. Click Save and Close.

To link the cheque transactions with the Bill:

  1. Open the Bill you've created.
  2. Click the Make Payment button below the amount of the Bill. 
  3. In the Bill Payment page, check the Bill in the Outstanding Transactions section.
  4. Mark the Cheque transaction in the Credits section.
  5. Click Save and Close

You can refer to these articles for more detailed information about managing supplier-related transactions:

Also, if you want to know how much you're paying each supplier on a monthly basis, you can visit these articles:

Always feel free to swing by here in the Community if you have other questions. I'm just a few clicks away.

View solution in original post

3 REPLIES 3
Moderator

Re: Can apply a cheque for a deposit paid entered to a supplier using category accounts payable, ...

Hi cormicanann,

 

Just to clarify, are you referring to link the deposit to the cheque? If that's the case, then you'll have to unlink the bill payment cheque from the bill.

 

Let me show you how:

  1. Go to the supplier's profile. Then, locate and open the bill payment cheque in the Transaction List tab.
  2. Choose the Deposit and unselect the Bill.
  3. Click on Save and close.

For your visual reference, I've attached some screenshots below.1.1.PNG

 

1.2.PNG

 

From there, you're able to apply the check to the deposit transaction. 

 

I'm linking an article just in case you want to learn some various tasks in QuickBooks Online (QBO): Help Articles.

 

That'll do it. If you're referring to something else, just leave a comment below. I'm always here to help.

Not applicable

Re: Can apply a cheque for a deposit paid entered to a supplier using category accounts payable, ...HI, I am referring to something else. 1. How do I enter a deposit paid to a supplier before I have received the invoice? (I used cheque payment and category accounts payable as I did not want to debit any expense account) The deposit was paid in March 2019. 2. How do I link the deposit e.g of €35,000 to the invoice which is posted in May for €63,000? I am not able to link the cheque that I entered in March to the invoice I entered in May. Regards Ann.


@JaneD wrote:

Hi cormicanann,

 

Just to clarify, are you referring to link the deposit to the cheque? If that's the case, then you'll have to unlink the bill payment cheque from the bill.

 

Let me show you how:

  1. Go to the supplier's profile. Then, locate and open the bill payment cheque in the Transaction List tab.
  2. Choose the Deposit and unselect the Bill.
  3. Click on Save and close.

For your visual reference, I've attached some screenshots below.1.1.PNG

 

1.2.PNG

 

From there, you're able to apply the check to the deposit transaction. 

 

I'm linking an article just in case you want to learn some various tasks in QuickBooks Online (QBO): Help Articles.

 

That'll do it. If you're referring to something else, just leave a comment below. I'm always here to help.


 

QuickBooks Team

Re: Can apply a cheque for a deposit paid entered to a supplier using category accounts payable, ...

I appreciate you for clarifying your concern, @cormicanann.

 

I'd be delighted to share with you the steps to ensure you're able to link your Cheque transactions with your Bill.

  1. Go to the Plus Icon (+).
  2. Choose Expense or Cheque.
  3. Enter the name of the Supplier.
  4. Under the Category column, select Creditors (Accounts Payable).
  5. Type in the Description and Amount.
  6. Click Save and Close.

Once you received the invoice from your supplier, you can create a Bill transaction to record it and link it with the cheque transactions.

 

To create the Bill:

  1. Click the Expenses menu.
  2. Choose the Suppliers tab.
  3. Locate the name of the supplier.
  4. In the Action column, click the Create Bill link.
  5. Enter to Bill details.
  6. Click Save and Close.

To link the cheque transactions with the Bill:

  1. Open the Bill you've created.
  2. Click the Make Payment button below the amount of the Bill. 
  3. In the Bill Payment page, check the Bill in the Outstanding Transactions section.
  4. Mark the Cheque transaction in the Credits section.
  5. Click Save and Close

You can refer to these articles for more detailed information about managing supplier-related transactions:

Also, if you want to know how much you're paying each supplier on a monthly basis, you can visit these articles:

Always feel free to swing by here in the Community if you have other questions. I'm just a few clicks away.

View solution in original post