The Payment account field isn't available when you are creating a bill because a bill is a record of a debt you owe (Accounts Payable), Wally. I'll explain this further.
The Payment account field appears only when you're paying the bill. Here's a breakdown of the two separate steps in QBO:
1. Creating a Bill
- Purpose: To record a debt you owe to a vendor (an increase in Accounts Payable).
- Fields: Includes Vendor, Bill Date, Due Date, and Category/Item Details (the expense accounts).
- Missing Field: Payment account (because you haven't paid it yet).
2. Paying a Bill
- Purpose: To record a payment against the outstanding bill (a decrease in Accounts Payable and a decrease in your bank/credit card balance).
- Fields: Includes the Payment account (the bank or credit card you're paying from), Payment Date, and a list of Unpaid Bills to select.
- Missing Field: The original Category/Item Details (since those were recorded when the bill was created).
If you're trying to record the payment for a bill you've already entered, follow these steps:
- Sign in to your QBO account.
- Click on the + Create button, then under Vendors, select Pay Bills.
- On the Pay Bills screen, you will find the Payment account field at the top to select the bank or credit card you used for the payment.
- Select the Bill(s) you want to pay from the list.
- Once done, select Save and close.
If there's anything else you need, leave a comment below and I'll be happy to help.
