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debbie-premiermg
Level 1

A payment to a vendor was made by credit card for additional materials. How do I tie the payment to the vendors account as a paid bill?

 
Solved
Best answer August 14, 2020

Best Answers
Rea_M
Moderator

A payment to a vendor was made by credit card for additional materials. How do I tie the payment to the vendors account as a paid bill?

You'll have to create a bill under the vendor's name, then record the credit card payment using the Pay Bills option, @debbie-premiermg. This way, you'll be able to tie the payment to the vendor's account and keep track of your expenses.

 

Linking a credit card payment to a vendor is made easy in QuickBooks Online (QBO). All you have to do is to create a bill if you haven't already. Here's how:

  1. Go to the + New button.
  2. Under Vendors select Bill.
  3. Choose the vendor's name in the Vendor drop-down.
  4. Input all the necessary details.
  5. Select Save and close.

 

I've attached screenshots below for your reference.

 

After creating a bill, you'll have to record the credit card payment using the Pay Bills option. Here's how:

  1. Go to the + New button.
  2. Under Vendors select Pay Bills.
  3. In the Payment account, select your credit card account.
  4. Enter the payment date.
  5. Select the bill you want to pay.
  6. Click Save or Save and close.

 

I've attached screenshots below for your reference.

 

Once done, you can pull up the Transaction List by Vendor report. This is to check all your transactions for a specific vendor and make sure that what you've entered is correct. Just go to the Expenses and vendors section in the Report menu's Standard tab.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.

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3 Comments 3
Rea_M
Moderator

A payment to a vendor was made by credit card for additional materials. How do I tie the payment to the vendors account as a paid bill?

You'll have to create a bill under the vendor's name, then record the credit card payment using the Pay Bills option, @debbie-premiermg. This way, you'll be able to tie the payment to the vendor's account and keep track of your expenses.

 

Linking a credit card payment to a vendor is made easy in QuickBooks Online (QBO). All you have to do is to create a bill if you haven't already. Here's how:

  1. Go to the + New button.
  2. Under Vendors select Bill.
  3. Choose the vendor's name in the Vendor drop-down.
  4. Input all the necessary details.
  5. Select Save and close.

 

I've attached screenshots below for your reference.

 

After creating a bill, you'll have to record the credit card payment using the Pay Bills option. Here's how:

  1. Go to the + New button.
  2. Under Vendors select Pay Bills.
  3. In the Payment account, select your credit card account.
  4. Enter the payment date.
  5. Select the bill you want to pay.
  6. Click Save or Save and close.

 

I've attached screenshots below for your reference.

 

Once done, you can pull up the Transaction List by Vendor report. This is to check all your transactions for a specific vendor and make sure that what you've entered is correct. Just go to the Expenses and vendors section in the Report menu's Standard tab.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.

EdStanfield99
Level 1

A payment to a vendor was made by credit card for additional materials. How do I tie the payment to the vendors account as a paid bill?

I followed the method you suggested (thanks for the screen shots). Now it looks like I have too many entries in the account register for this vender. See the screen shot. 

The entry for Expense was the one downloaded from the credit card. 

Candice C
QuickBooks Team

A payment to a vendor was made by credit card for additional materials. How do I tie the payment to the vendors account as a paid bill?

Hey there, @EdStanfield99

 

Thanks for joining in on this thread. I hope your day is going well so far. 

 

If the "Expense" transaction was download and added from the bank feeds, then you'll need to undo the transaction in the bank feed. From there, you can either match or exclude it. Here's how: 

 

Undo

 

  1. Go to the Banking tab. 
  2. Ensure you're in the Banking portion of the page. 
  3. Click on the bank account tile/box. 
  4. Press the Categorized section/tab. 
  5. Locate the "Expense" transaction. In the "Action" column, tap Undo

 

Now, you can either match or exclude the transaction. Review the guides to be sure which route would be best for you. 

 

Let me know how it goes. I want to make sure that you're taken care of today. Bye for now! 

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