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E
ellem
October 29, 2018
Question

How do I transform an Expense into a Bill Payment?

  • October 29, 2018
  • 17 replies
  • 179 views

 Hello, please see the attached screenshot. How do I transform an expense into a bill payment? You will see that I highlighted a bill for $81. And unfortunately, an expense was entered instead of a bill payment to that $81 bill. So this $81 shows as Past Due. I imagine there is a smarter way to fix this issue than deleting this expense and reentering it as a bill payment, right?

I have many transactions of this kind to fix,  I am in the middle of a book clean up, so that's very important to me. 

I am looking forward to reading your wisdom :-)
Thank you very much in advance,

17 replies

J
JamesDuanTQuickBooks Team
QuickBooks Team
October 29, 2018

Hello Ellem,

 

Yes, deleting the expense transaction is one way of correcting this issue. On the other hand, I can give you steps to apply the expense transaction as a bill payment.

Here are the steps:

 

1. Open the expense transaction, and go to the Account details section.

2. Change the affected account in the ACCOUNT column to Accounts Payable (A/P).

3. Click Save and close.

4. Open the bill, and click the Make payment button.

5. Under the Outstanding Transactions section, mark the bill you want to pay.

6. Under the Credits section, mark the expense transaction. We'll use it as a payment.

7. Make sure the AMOUNT PAID is equal to zero (0.00).

8. Click Save and close.

 

That's it! Drop by your reply if you need more assistance with this.

 

    M
    M for TF
    November 6, 2019

    I too have an issue but I am trying to follow your instruction and cannot find an 'account column'.  Where do I find this in the expense please?

      M
      Mark_RModerator
      Moderator
      November 29, 2019

      Hi,

       

      thanks for you explication.

       

      I just can't understand where is the Credits section

       

      "6. Under the Credits section, mark the expense transaction. We'll use it as a payment."

       

      Could you help me?

       

      Screenshot attached

       

      Thanks


      I've got you covered, @1231 4600 7539 879.

       

      You'll have to make sure that the expense or check transactions link to Accounts Payable (A/P). Let me discuss this with you in detail and help you from there.

       

      The Credits section will only show on the Bill Payment page if you have selected Accounts Payable (A/P) to any expense or check transactions. To make sure, let's open your expense or check transactions and select Accounts Payable as an affected account. Here's how:

       

      1. From the left menu, click Expenses.
      2. Select the appropriate expense or check transactions.
      3. In the Category details section, select Accounts Payable (A/P) under the Category column.
      4. Click Save and close.

      I've got you an article for more details: Enter a Credit from a Vendor.

       

      Once done, you'll be able to see the Credits section on the Bill Payment page. I've got screenshots below for your visual reference.

       

       

      In case you need tips and related articles in the future, feel free to visit our QuickBooks Community help website for reference: QBO Self-help. 

       

      Don't hesitate to leave a comment below if you have any other questions. I'll be right here to help.

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