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nboedeke
Level 3

Apply online payment to invoice

Good afternoon! We did not receive a previous month's bill until today, so it was automatically past due. I made an online payment for it plus the current month because it was faster than mailing a check. How do I apply that payment to the invoices that are in QB? Thank you for any help you can give me on this.

Solved
Best answer September 07, 2022

Best Answers
AileneA
QuickBooks Team

Apply online payment to invoice

Hello, nboedeke. 

 

In QuickBooks, recording a payment makes it easy to record business expenses. Entering your income and expenses gives a more complete picture of your business and profit.  

 

When you pay bills, don’t write a check. If you do, the bills remain open and unpaid which leads to inaccurate financial reports. Here’s how to pay a bill properly. 

 

  1. Go to the Vendors menu, then select Pay Bills.
  2. Choose the correct accounts payable account from the dropdown.
  3. Specify the checkboxes of the bills you want to pay from the table.
  4. Note: To unmark or mark all the bills in the list, select Clear Selections or Select All Bills.
  5. Set any discount or credit that you want to apply to the bills.
  • Discount - Select this if your vendor gave you a discount for this transaction.
  • Credit - Select this if you received a credit from your vendor, and used it to reduce your total bill amount.

      6. Enter the date you paid the bill. 

      7. Choose the payment method. 

      8. Click Pay Selected Bills and tap Done once finished.  

 

 For more details about it, please refer to this article: Pay bills in QuickBooks Desktop.

 

Also, paying bills is part of your usual accounts payable workflow in QuickBooks Desktop. To see the complete list of workflows and other vendor-related transactions, go to Account Payable Workflow

 

Keep me posted if there's anything else you need about recording payment to an invoice. I'm always around to help you.

View solution in original post

3 Comments 3
AileneA
QuickBooks Team

Apply online payment to invoice

Hello, nboedeke. 

 

In QuickBooks, recording a payment makes it easy to record business expenses. Entering your income and expenses gives a more complete picture of your business and profit.  

 

When you pay bills, don’t write a check. If you do, the bills remain open and unpaid which leads to inaccurate financial reports. Here’s how to pay a bill properly. 

 

  1. Go to the Vendors menu, then select Pay Bills.
  2. Choose the correct accounts payable account from the dropdown.
  3. Specify the checkboxes of the bills you want to pay from the table.
  4. Note: To unmark or mark all the bills in the list, select Clear Selections or Select All Bills.
  5. Set any discount or credit that you want to apply to the bills.
  • Discount - Select this if your vendor gave you a discount for this transaction.
  • Credit - Select this if you received a credit from your vendor, and used it to reduce your total bill amount.

      6. Enter the date you paid the bill. 

      7. Choose the payment method. 

      8. Click Pay Selected Bills and tap Done once finished.  

 

 For more details about it, please refer to this article: Pay bills in QuickBooks Desktop.

 

Also, paying bills is part of your usual accounts payable workflow in QuickBooks Desktop. To see the complete list of workflows and other vendor-related transactions, go to Account Payable Workflow

 

Keep me posted if there's anything else you need about recording payment to an invoice. I'm always around to help you.

nboedeke
Level 3

Apply online payment to invoice

Thank you so much for the help! I'm fairly new to QB so it's a learn-as-you-go kind of process for me.

MadelynC
Moderator

Apply online payment to invoice

On behalf of AileneA, you're most welcome, @nboedeke.


It’s good to see that her recommendation helped apply the payment to your invoices successfully.


If you need articles and tips in the future about managing your company’s data, you can visit our Support page anytime. You can also bookmark our Resource Center. It has free tools and bookkeeping basics you need to organize your records and ensure they’re accurate.


No worries, you can always reach back out if there's anything you need to know or are concerned about. Just let us know. Keep safe!

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