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Enter and manage bills and bill payments in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online3031Updated 7 hours ago

Learn how to track bills and record the payments.

In addition to tracking sales, QuickBooks Online makes it easy to record business expenses. Entering your income and expenses gives a more complete picture of your business and profit.

If you plan to pay for the expense in the future, enter it as a bill. You can record bills one at a time, or record multiple bills for multiple vendors at once. On the other hand, if you've already paid for a business expense, enter it as an expense. These specific transaction types tell QuickBooks how to record everything.

Or, learn the difference between bills, checks, and expenses.

Learn how to:

To watch more how-to videos, visit our video section.

Review and manage bills

  1. Go to Get paid & pay, then Bills (Take me there).
  2. The Bills page contains the For review, Unpaid, and Paid tabs. Select one of the tabs to view bills in that status and see available Actions:
    • For review: This tab lists all of the bills pending your review, including bills sent by other QuickBooks users through the QuickBooks Business Network.
      • Review: Opens the details of the bill so you can verify accuracy, then Save it to move it to the Unpaid tab, or schedule payment.
      • Save: Adds the bill to your Unpaid tab. If the bill is for $0.00, then it’s added to the Paid tab instead.
    • Unpaid: This tab lists all of your unpaid bills and if they are due later, soon, or overdue.
      • Schedule payment: Use a QuickBooks connected bank or credit card to pay for the bill powered by Online Bill Pay.
      • Mark as paid: Use for offline payments that are not directly scheduled through QuickBooks.
      • View/Edit: Make any needed changes to the bill, then select either Save, Save and schedule payment, or Mark as paid.
    • Paid: This tab lists all of your paid bills and any linked payments. Select any bill to view details.

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Enter bills into QuickBooks

Add a bill manually

After you get a bill from a vendor, here's how to record it:

  1. Select + New.
  2. Select Bill.
  3. From the Vendor ▼ dropdown, select a vendor.
  4. From the Terms ▼ dropdown, select the bill's terms. This is when your vendor expects to be paid.
  5. Enter the Bill dateDue date, and Bill no. as they're recorded on the bill.
  6. Enter the bill details in the Category details section. From the Category dropdown, select the expense account you use to track expense transactions. Then enter a description. Tip: You can also enter specific products and services in the Item details section to itemize the bill.
  7. Enter the Amount and tax.
  8. If you plan to bill a customer for the expense, select the Billable checkbox and enter their name in the Customer field. Learn more about billable expenses.
  9. When you're done, select Save and close.

Bills added manually appear directly in the Unpaid tab. Because you added the bill, you don’t need to review it.

Upload bills from computer

  1. Go to Get paid & pay, then Bills.
  2. From the Add bill ▼ dropdown, select Upload from computer.
  3. Drag and drop files into the Upload window, or select the Upload button to choose files on your computer.
    Note: QuickBooks supports PDF, JPEG, JPG, GIF, and PNG images.

The bill is added to the For review tab where you can verify the information and schedule payment or pay later.

You can also receive bills from another QuickBooks user. AP Automation can recognize the vendor details and QuickBooks notifies you to review the bill from your Bills list.

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Record payments towards bills

There are two ways to record bill payments. Follow the relevant steps below.

If you have yet to pay for the bill, you can schedule an online payment directly through QuickBooks. Or, you can record a check, cash, or credit card payment to keep your books accurate.

Follow these steps if you want to pay your vendor using Online Bill Pay:

  1. Go to Get paid & pay, then Bills.
  2. Select the Unpaid tab.
  3. Find the bill you want to pay and select Schedule payment and follow the on-screen prompts.

If you paid your vendor offline or haven’t recorded the payment through QuickBooks yet, you can mark the bill as paid through the Bills page.

  1. Go to the Get paid & pay, then Bills.
  2. Select the Unpaid tab.
  3. For the bill you want to mark as paid, select the Action▼ dropdown, then select Mark as paid.
  4. On the bill payment form, verify the information is correct, such as the Payee, Payment date, and Bank/Credit account fields. Make any changes if needed.
  5. In the Amount field, enter the total amount paid.
  6. In the Outstanding Transactions section, select the bills the payment went to.
    Tip: If it covers multiple bills, select the checkboxes for those bills. You can split the payment and enter an amount for each bill in the Payment column.
  7. If you have any credit for this vendor, you can select it from the Credits section.
  8. When you're done, select Save.

After making a payment for your vendor outside of QuickBooks, you need to record that the bill was paid:

  1. Select + New.
  2. Select Pay bills.
  3. From the Payment account dropdown, select the account you paid the bill from.
  4. (optional) If you select a checking or savings account, you can enter the Starting check no.
  5. Enter the Payment date.
  6. Select the checkboxes for the bill(s) you made a payment towards.
  7. In the Payment column, enter the amount you paid towards each bill. Tip: If you have credit with the vendor, you can apply it in the Credit Applied column.
  8. Select Save.

Only follow these steps if you paid with a check. This records the payment in a specific way so QuickBooks stays accurate:

  1. Select + New.
  2. Select Check.
  3. From the Payee dropdown, select the vendor you paid. This opens a window with all of their outstanding bills.
  4. Select Add to add an open bill to the check. Note: If you don't see this, select the small arrow next to the amount. If you have credit with the vendor, you can also add it from the Credits section.
  5. From the Bank/Credit account dropdown, select the account you made the check payment from.
  6. In the Amount field, enter the check amount.
  7. In the Outstanding Transactions section, select the bills the check payment went to. Tip: If it covers multiple bills, select the checkboxes for those bills. You can split the payment and enter an amount for each bill in the Payment column.
  8. When you're done, select Save.
    Tip: You can also select Print check to print out a physical check.

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