cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

pay a bill with downloaded credit card transaction

I have entered a bill from a vendor which included inventory items as well as expenses. I paid it online with my credit card. I have now downloaded the transaction from my bank. How do I apply the downloaded transaction to the bill? Thanks
Solved
Best answer August 07, 2019

Best Answers
Highlighted
QuickBooks Team

pay a bill with downloaded credit card transaction

Hello there, @timzmum.

 

You need to record a bill payment check against the open bill. From there, QuickBooks automatically matches the credit card charge with the bill payment in QuickBooks. I'll show you how to do it.

 

Here's how:

  1. Open the Bill.
  2. From the top right, click the PayBill button.
  3.  In the Method section, choose Credit Card.
  4. In the Account section, choose the account you are using in Quickbooks.
  5. Click Pay Selected Bills.

For your future help, you can read this article: Reconcile bank and credit card accounts in QuickBooks Desktop.

 

If there's anything else I can help you with, feel free to comment or post again here in the Community!

View solution in original post

8 Comments
Highlighted
QuickBooks Team

pay a bill with downloaded credit card transaction

Hello timzmum,

 

You can use the Select Bills to Mark as Paid option in the banking section. It lets you apply and match your online payments into QuickBooks. Let me help you with the steps.

  1. Click Banking.
  2. Click Bank Feeds.
  3. Click Bank Feeds Center.
  4. Choose your account and then click Transaction List.
  5. Mark the transaction, then click the Select drop-down.
  6. Choose Select Bills to Mark as Paid.
  7. Enter the vendor information, then click Add to QuickBooks.

You can read these articles for more information: 

You might also want to visit our page for future help about banking: Banking topics.

 

If you have additional questions, please don't hesitate to reach out anytime.

Highlighted
Level 2

pay a bill with downloaded credit card transaction

Thanks ShiellaGrace, when I click the "Select" drop down I do not get the option you describe. I get "quick add", "add more details", "match to existing transaction", and "ignore". I have tried "add more details" and "match.." but there is still no option to apply to a bill. I am on QuickBooks Pro 2018.
Highlighted
QuickBooks Team

pay a bill with downloaded credit card transaction

Thanks for getting back to us, @timzmum.

 

To get the Select Bills to Mark as Paid option, you'll need to make sure that the downloaded credit card transaction is under a Payment, not a Deposit. I'd be glad to help you with this.

 

If the credit card transaction is under a Payment, you have the option to select a check transaction then choose the Select Bills to Mark as Paid option. This way, you can now apply and match your downloaded transaction to the bill.

 

Here's how:

 

  1. In the Bank Feeds Center, select your Credit Card account.
  2. Click Transaction List.
  3. Mark the Check transaction, then click the Select drop-down.
  4. Choose Select Bills to Mark as Paid.
  5. Enter the vendor information, then click Add to QuickBooks.

I've attached screenshots below for your visual reference.

 

For your future reference, you can check out this article to learn how to reconcile credit card accounts: Reconcile Bank and Credit Card Accounts in QuickBooks Desktop.

 

If you have any other questions, feel free to comment below. We're always here to help you.

Highlighted
Level 2

pay a bill with downloaded credit card transaction

Hi Mark, The transaction type is marked as credit card (CC). When I change the type of transaction in the "types" drop down to "check" the transaction disappears. Probs cos it's not a check, its a credit card charge. Screen shot attached, but I can't show the drop down options because when I click away to take a screen shot they disappear.
Highlighted
QuickBooks Team

pay a bill with downloaded credit card transaction

Hello there, @timzmum.

 

You need to record a bill payment check against the open bill. From there, QuickBooks automatically matches the credit card charge with the bill payment in QuickBooks. I'll show you how to do it.

 

Here's how:

  1. Open the Bill.
  2. From the top right, click the PayBill button.
  3.  In the Method section, choose Credit Card.
  4. In the Account section, choose the account you are using in Quickbooks.
  5. Click Pay Selected Bills.

For your future help, you can read this article: Reconcile bank and credit card accounts in QuickBooks Desktop.

 

If there's anything else I can help you with, feel free to comment or post again here in the Community!

View solution in original post

Highlighted
Level 2

pay a bill with downloaded credit card transaction

Thanks Grace! That was the ticket.
Highlighted
Level 1

pay a bill with downloaded credit card transaction

I've downloaded from the bank a payment for two bills, but it did not get applied to the bills.  It probably didn't flag the bills because the amounts were different.  How do I get the payment to apply to the open bills?

Highlighted
Moderator

pay a bill with downloaded credit card transaction

Thank you for posting here in the Community, @KJffm.

 

I can get this sorted out in no time. In QuickBooks, you can match the downloaded payment from bank feeds with multiple open bills.

 

From the banking section, you can select the expense and choose the Find match option. The open bills you want to apply should equal to the payment amount.

 

In case you selected the Add option, I suggest going to the Reviewed tab to undo and revert it to the For Review section.

 

Here's how:

 

  1. On the left navigation bar, click Banking.
  2. Select the bank account.
  3. Go to the Reviewed tab.
  4. Search for the payment. 

 

For the detailed instructions, here's how:

 

  1. On the left navigation bar, click Banking.
  2. Select the bank account.
  3. Search for the payment, then choose Find match
  4. Put a checkmark beside the open bills.
  5. Press Save
  6. Hover the cursor to Expenses, then select Vendors.
  7. Click the name and search for the bill.
  8. View the status. 

Additionally, I recommend the following resource, which contains some steps and a video tutorial to help a user with matching and categorizing bank transactions: Match and categorize bank transactions in QuickBooks Online.

 

Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great weekend ahead.

Need to get in touch?

Contact us