Re-entering bills/checks.

Hello there, Bassets4me.

I can see the importance of having accurate data, but re-entering transactions into QuickBooks Online (QBO) can cause duplications and discrepancies.

You can manually edit the existing entries to correct any details or make necessary adjustments. This way, we can maintain the integrity of your financial records without the risk of duplicating or causing inconsistencies.

If your account is new, re-enter bills and checks separately. However, if the check pays the bill, you can only enter the check.

Here's how:

1. Go to the +New button.
2. Under Vendors, choose either Check or Bill.
3. Enter the information needed.
4. Hit Save and close.

Furthermore, you can learn how to handle bills to be paid later and immediately by visiting this link: Understand the difference between bills, checks, and expenses.

Additionally, I suggest reconciling everything before connecting the bank account to ensure the accuracy and thoroughness of your data.

Moreover, QuickBooks provides various reports tailored to your business needs. You can personalize to access the most relevant details.

Let me know if you have other questions about handling transactions or entering bills and checks in QuickBooks. I'm always here to help. Take care.

@Bassets4me 

You should focus on registering Check only. You can prepare data with the following template

then use an importer tool to proceed.

https://get.transactionpro.com/qbo

If you register transactions with Bills, you will need to close the Bill with Bill Payment data later.

@Bassets4me 

"Do I need to enter "bills" and "checks" again? Or can I just enter the checks?"

When you say "checks", do you mean bill payments?  Forgive me if you know this but a check doesn't pay a bill, it creates a separate transaction not involving A/P.  A bill payment reduces A/P that was increased by the bill.  If your client is on accrual basis, you should enter the bill and bill payments.  Checks need to be entered regardless if your client is cash or accrual.