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bloominghomeinteriors
Level 1

Bill Payment entered as Transfer

A recent bill payment was entered as a 'transfer' in QB 2016. I can not edit the transfer, only delete it. How can I record this transfer as a bill payment to post it against my credit card statement? If I delete the transfer item, is there a way to manually enter the amount as a bill payment?

2 Comments
Anonymous
Not applicable

Bill Payment entered as Transfer

Hello there, @bloominghomeinteriors.

 

Let me help share some information about the bill payment transfer in QuickBooks.

 

If you cannot edit the transfer, you can delete the bill payment and enter it manually in QuickBooks. Just click Enter Bills on the Vendors menu. In Ref no. field, enter something that helps you identify the form of payment.

 

 

Then record the payment on this bill by clicking Pay Bill.

 

Please don't hesitate to get back to me if you have additional questions about your bill payment. I'm here to help however I can.

qbteachmt
Level 15

Bill Payment entered as Transfer

@Anonymous

 

Please Learn from this input. The bottom of the Pay Bills Screen is where you select Paid from Checking or By Credit Card.

 

@bloominghomeinteriors

 

"How can I record this transfer as a bill payment to post it against my credit card statement? If I delete the transfer item, is there a way to manually enter the amount as a bill payment?"

 

What is on that transfer? That wasn't AP, since there is no inclusions of Name, here, for AP. The bill is in AP. Here's the issue: you don't Enter a Bill for something already paid by credit card. You Paid them, already, so there is no Bill to pay them later. You use Banking menu > Enter Credit Card Charge.

 

You might enter a Bill, because you haven't yet given them the card. That's when you later use Pay bills.

 

The Transfer is against a Balance sheet account or against the Credit Card Account paying down that balance? You would not need a Bill that shows only the CC account it, if you also have the "CC payment as Transfer." The Bill is the error, in this example. You never use Bill for CC payments; that is just hiding one liability (CC) in another (AP) and running your financial data in circles.

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