cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Can I add a line on an bill that reflects payment rcvd so that the bill becomes "0" due (Payment was made but was not associated with the bill)

 
4 Comments
Highlighted
QuickBooks Team

Can I add a line on an bill that reflects payment rcvd so that the bill becomes "0" due (Payment was made but was not associated with the bill)

I'll help you zero out the bill, user20432.

 

We don't need to create a line item on the bill since the payment has already been made. We'll just have to link the payment to the bill so that the balance will become zero. You can follow the steps below:

 

  1. Select Expenses from the sidebar menu.
  2. Click the Vendors tab.
  3. Select the appropriate vendor.
  4. Click the Make payment link in the ACTION column.
  5. In the Add to Bill Payment section, locate the check (payment) then hit Add.
  6. Click Save and close to complete the process.

If you need a report on all money paid to a vendor for the year, you can refer to this article in customizing the Transaction List by Date report . This report will reflect all the payments made to your vendors.

 

You can always count on me if you need more help in managing your bills in QuickBooks. Assistance is just one post away.

Highlighted
Level 1

Can I add a line on an bill that reflects payment rcvd so that the bill becomes "0" due (Payment was made but was not associated with the bill)

Most of these were paid with credit card so they are harder to find. Do you have a shortcut?

Highlighted
Level 1

Can I add a line on an bill that reflects payment rcvd so that the bill becomes "0" due (Payment was made but was not associated with the bill)

I believe most of them were credit card payments so harder to find.
Highlighted
Moderator

Can I add a line on an bill that reflects payment rcvd so that the bill becomes "0" due (Payment was made but was not associated with the bill)

We're glad to have back, Admin112.

 

Instead of using shortcut keys, we can run a quick report to review the credit card payments in QuickBooks Online. It is the easiest way that you can use as reference on what payment we should link to the bill to offset the balance.
 

Here are the steps that will walk you through the process:

  1. Click Accounting om the left side.
  2. Select the Chart of Accounts tab.
  3. In the Search box, enter Credit Card. Once you see it, click the drop-down arrow next to the View Register. Select Run report.

quickreport.PNG

 

Now, let's customize the report to display the things that you need. I'll guide you on how to do it. Here's how:

 

  1. Click the Customize button at the upper-right corner.
  2. Click the Filter section and look for the A/P Paid and Vendor category. Then, put a check mark inside the box on it. If you want to generate a specific vendor, you can do that by clicking the drop-down arrow and choose the name of the vendor.

run report.PNG

 

Afterwards, you can follow the steps provided by my colleague above to link the payment to the open bill. Another way to link the payment is by going to the Pay Bills and select the available credit based on the report you've run. Here's a sample screenshot below:

samplepay.PNG

 

You'll want to check this article that helps you make the report more personalize by adding the things you want to see there.

 

Just virtually tap me on the shoulder whenever you need help with recording transactions in QuickBooks Online. Have a good one. Take care!

Need to get in touch?

Contact us