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Level 4

How to convert "check" to "payment"?

Is there any way to convert "Check" to "Bill-Pmt" (bill payment)?

TIA

Check.gif

 

Solved
Best answer 02-26-2019

Accepted Solutions
QuickBooks Team

Re: How to convert "check" to "payment"?

You'll want to delete and re-create the check to show it as Bill-Pmt-Check, BenTam.

 

Just double-click the check to delete. Make sure the transaction has a bill. 

 

To pay the bill, click the Pay Bills icon on your Home Page. You can also go to Vendors, and then Pay Bills to do so.

 

Once done, you can check the Transaction List by Vendors report again.

 

You might also want to check out this article for your reference: Pay bills in QuickBooks Desktop.

 

I'm here if you have more questions. Please don't hesitate to reach out. Thanks.

 

View solution in original post

7 Comments
Level 4

Re: How to convert "check" to "payment"?

I've found the way now: "right click on the page".

Level 4

Re: How to convert "check" to "payment"?

I made a mistake that right-clicking on the check and select "pay bill" will create a new "Pmt-Check" entry.

 

Thus, I repeat my question 'does anyone know how to convert a "check" to a "payment"'.

 

TIA

QuickBooks Team

Re: How to convert "check" to "payment"?

You'll want to delete and re-create the check to show it as Bill-Pmt-Check, BenTam.

 

Just double-click the check to delete. Make sure the transaction has a bill. 

 

To pay the bill, click the Pay Bills icon on your Home Page. You can also go to Vendors, and then Pay Bills to do so.

 

Once done, you can check the Transaction List by Vendors report again.

 

You might also want to check out this article for your reference: Pay bills in QuickBooks Desktop.

 

I'm here if you have more questions. Please don't hesitate to reach out. Thanks.

 

View solution in original post

Level 1

Re: How to convert "check" to "payment"?

What if the check has already been reconciled?

QuickBooks Team

Re: How to convert "check" to "payment"?

We appreciate you for coming back, Charlotte2771.

 

If the transaction is already reconciled, you can still delete and recreate the check to show it as a Bill Payment Check. Then, do a mini reconciliation or special reconciliation to re-reconcile the transaction.

 

You can follow the steps and details in the Reconcile previously deleted and re-entered checking or credit card transactions article. Then, choose Method 1 or Method 2 that is appropriate in your situation.

 

If you don't want to delete the reconciled check, you can re-open it. Then, add a description in the Memo field that it is a Bill Payment one.

 

Please reply to this thread if you need anything else with managing vendor transactions in QuickBooks. I'm here to help.

Level 4

Re: How to convert "check" to "payment"?

Hi RCV

 

Thanks for your reply!

Level 1

Re: How to convert "check" to "payment"?

It's really easy. Go to the check and change the account to Accounts Payable and the Vendor Name on Customer:Job to the vendor who sent the Bill. This will convert the check to a Bill-Payment Check without changes on RECONCILIATION. Then, go back to the bill, click on Pay Bill and the check will appear as a Credit for that bill with the same amount. Apply it to the bill and ALL SET.

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