Crediting a PO with a previous credit card payment.

Anonymous · ‎April 14, 2019

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?

Catherine_B · ‎April 15, 2019

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

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

Bill Payment

Go to the Vendors menu and choose Pay Bills.
Locate the Bill created from the Purchase Order.
Click on the Set Credit button and select the charge to link on the bill payment.
Choose Credit Card as the Payment Method.
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!

View solution in original post

Catherine_B · ‎April 15, 2019

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

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

Bill Payment

Go to the Vendors menu and choose Pay Bills.
Locate the Bill created from the Purchase Order.
Click on the Set Credit button and select the charge to link on the bill payment.
Choose Credit Card as the Payment Method.
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!

View solution in original post

DiegoChinchilla · ‎August 21, 2020

I Still need help on this matter. I havce called several times and no one seemed to be able to help me correctly with this transactions. the only one that was able to help was the girl who created this ticket number CAN SOME ONE PLEASE SEND ME HER CONTACT INFORMATION OR HAVE HER CALL ME BACK SO SHE CAN HELP ME. PLEASE I HATE QB... [removed]

Joesem M · ‎August 21, 2020

I'm here to help, @DiegoChinchilla.

This isn't the kind of customer service we want you to experience. Part of our job is to provide excellent customer service in a manner that your experience is marked as outstanding.

I'd appreciate it if you can provide more details about what transactions you're referring to so I can help you get back to business? Just click the Add comment button below for further information and I'd be happy to answer them for you.

Also, we're unable to provide any contact information for security purposes. I see you've already contacted our QuickBooks Team several times but I still suggest reaching them back. Just provide the ticket number and inform the representative that you want to interact with the previous agent who created the case number.

Here's how:

Go to Help from the top menu.
Select QuickBooks Desktop Help.
Click Contact Us.
Enter your concern in the Ask a question (or tell us what's wrong) box.
Hit Continue.
Click Start a Message to connect with us.

Please check out our support hours and contact us at the time available to you.

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Help articles.

Please know that you can always get back into this post if you have more questions. I'll keep an eye out on your response. Have a good one.

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Crediting a PO with a previous credit card payment.