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Crediting a PO with a previous credit card payment.

I don't run much inventory through my company (#onemanshop) and this always catches me.

 

I created a PO.

I received the goods (without bill).

I want to close out the transaction (Pay Bill), but the goods were already paid with a credit card.

 

How do I link the Bill with the credit card payment if they have been done separately?

Solved
Best answer 04-15-2019

Accepted Solutions
QuickBooks Team

Re: Crediting a PO with a previous credit card payment.

Hi there, Cyclo1808.

 

After creating a bill, you'll need to record a credit card charge. Then, create a bill payment and link the credit. Let me show you how:

 

Record Credit Card Charges

  1. From the Banking menu, select Enter Credit Card Charges
  2. Choose the Credit Card account and select Purchase/Charge. 
  3. Enter the necessary information. 
  4. Then, click the Expenses tab and choose Accounts Payable under the ACCOUNT column. 
  5. Enter the Amount and then Save & Close

Bill Payment

  1. Go to the Vendors menu and choose Pay Bills.
  2. Locate the Bill created from the Purchase Order
  3. Click on the Set Credit button and select the charge to link on the bill payment. 
  4. Choose Credit Card as the Payment Method
  5. Then, Pay Selected Bills and Done

You'll also want to check these articles about your accounts payable workflows.

Let me know if you have other concerns. I'd be around to help!

1 Comment
QuickBooks Team

Re: Crediting a PO with a previous credit card payment.

Hi there, Cyclo1808.

 

After creating a bill, you'll need to record a credit card charge. Then, create a bill payment and link the credit. Let me show you how:

 

Record Credit Card Charges

  1. From the Banking menu, select Enter Credit Card Charges
  2. Choose the Credit Card account and select Purchase/Charge. 
  3. Enter the necessary information. 
  4. Then, click the Expenses tab and choose Accounts Payable under the ACCOUNT column. 
  5. Enter the Amount and then Save & Close

Bill Payment

  1. Go to the Vendors menu and choose Pay Bills.
  2. Locate the Bill created from the Purchase Order
  3. Click on the Set Credit button and select the charge to link on the bill payment. 
  4. Choose Credit Card as the Payment Method
  5. Then, Pay Selected Bills and Done

You'll also want to check these articles about your accounts payable workflows.

Let me know if you have other concerns. I'd be around to help!

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