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Level 5

How to convert "check" to "payment"?

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

TIA

Check.gif

 

Solved
Best answer February 26, 2019

Best Answers
Highlighted
QuickBooks Team

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

13 Comments
Highlighted
Level 5

How to convert "check" to "payment"?

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

Highlighted
Level 5

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

Highlighted
QuickBooks Team

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

Highlighted
Level 1

How to convert "check" to "payment"?

What if the check has already been reconciled?

Highlighted
QuickBooks Team
QuickBooks Team

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.

Highlighted
Level 5

How to convert "check" to "payment"?

Hi RCV

 

Thanks for your reply!

Highlighted
Level 1

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.

Highlighted
Level 1

How to convert "check" to "payment"?

Well, As far as I know - you can not convert the 'Check to Billpmnt" But you can link the check with bill.

By using the built-in QB tool : Company > Accounting Tools > Fix & Apply payments.

 

 

 

Regards,

Wajahat Muhammad Khan,

[removed]

[email address removed]

Highlighted
Level 1

How to convert "check" to "payment"?

Thank you for this simple shortcut!  The only solution that didn't take multiple steps. Yeah for you!!

Highlighted
Level 1

How to convert "check" to "payment"?

What if the check has already been reconciled AND included on an invoice to a customer? 

Highlighted
QuickBooks Team

How to convert "check" to "payment"?

Yes, you can convert the reconciled check to a payment, SRD5000.

 

Simply change the account to Accounts Payable and tag the name of the vendor who sent the check. Doing this will make the entry appear on the vendor transaction list as a credit. And, you can link it to a bill as a payment.

 

To apply the check:

  1. Go to Vendors, then choose Pay Bills.
  2. Mark the outstanding bill, then click Set Credits.
    applychecktoabill.PNG
  3. Mark the credit, then click Done.
    applychecktoabill1.PNG
  4. Click Pay Selected Bills.

I've got this link for you: Bill shows as unpaid after writing a check in QuickBooks Desktop. It has 4 solutions that will help manage created checks to pay bills.

 

Upon sharing this, I still suggest consulting with your account. He/She might have specific instructions since the check has been reconciled already. Any changes to your account will affect the balance on your register.

 

Stay in touch if there's anything else you need. I'm always right here to help.

Highlighted
Level 1

How to convert "check" to "payment"?

MaryLandT, Thanks for your response.  My biggest concern is what it will do to the accounts receivable for the customer that I invoiced. I'm using QBD premier contractor edition 2018. 

 

Highlighted
QuickBooks Team
QuickBooks Team

How to convert "check" to "payment"?

Thanks for coming back, SRD5000. 

 

We use the Accounts Payable A/P to record outstanding bills for your business. This tracks the money you owe your vendors. When Paying bills (as provided by my colleague), QuickBooks will add Accounts Payable to your Chart of Accounts. 

 

If you created an invoice from the billable expense, we can enable the Track reimbursed expenses as income feature in the QuickBooks Preferences. This will show the invoice transaction posted to Account Receivable (A/R) as paid in the Profit and Loss report.

 

Here's how:

 

  1. Go to Edit and choose Preferences.
  2. Select Time & Expenses and choose Company Preferences.
  3. Mark to select Track reimbursed expenses as income.
  4. Click on OK.

We also recommend consulting your accountant first before changing the posted account in the transaction. Any concerns on how these accounts affect your books are best handled by them. Also, any changes to your account in QuickBooks will affect the balance on your register.

 

For more details about A/P and A/R, check out these articles:

 

 

Visit our QuickBooks Help Articles for more insights about managing your business in your account.

 

This will take you in the right direction today, but please don't hesitate to get back to me if you have any follow-up concerns. I'm always here to help. Have a great day ahead.

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