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Anonymous
Not applicable

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 April 15, 2019

Best Answers
Catherine_B
QuickBooks Team

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!

View solution in original post

8 Comments 8
Catherine_B
QuickBooks Team

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!

DiegoChinchilla
Level 1

Crediting a PO with a previous credit card payment.

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]

JoesemM
Moderator

Crediting a PO with a previous credit card payment.

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:

 

  1. Go to Help from the top menu.
  2. Select QuickBooks Desktop Help.
  3. Click Contact Us. 
  4. Enter your concern in the Ask a question (or tell us what's wrong) box. 
  5. Hit Continue. 
  6. 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.

 

smorgan01
Level 3

Crediting a PO with a previous credit card payment.

I followed this process but the PO just shows Received In Full.  It does not show Paid.

MaryLandT
Moderator

Crediting a PO with a previous credit card payment.

I can tell why the status of the PO is showing as Received In Full, smorgan01.

 

Received in Full is the status of the PO you'll see once you record the inventory item. And, there's a checkmark under the CLSD column.

 

Once you enter the bill against the inventory and pay it, the status of the bill is Paid.

 

I'm adding these screenshots for your visual guide.
PO received in full.PNGPO received in full1.PNG

 

You can browse again this link for instructions and detailed steps: Accounts Payable workflows in QuickBooks Desktop.

 

Also, check out the Pay bills in QuickBooks Desktop link to learn how to record the payment.

 

Let me know if there's anything else you need about managing PO's in QuickBooks. I'll be right here to help you.

smorgan01
Level 3

Crediting a PO with a previous credit card payment.

I did pay it.  I linked it to a credit card charge  just like it said.  I set credit to my credit card.  The charge shows up in my credit card account but the PO still says Received in Full.  I deleted everything and did it over just to make sure I didn't miss anything and the same thing happened.

smorgan01
Level 3

Crediting a PO with a previous credit card payment.

I have attached what the bill and PO look like.  The bill indicates paid and is linked to the PO.  Maybe this will help.

 

Screen Shot 2021-04-14 at 2.32.39 PM.pngScreen Shot 2021-04-14 at 2.33.08 PM.png

katherinejoyceO
QuickBooks Team

Crediting a PO with a previous credit card payment.

Thanks for your quick replies and the screenshots. As additional insights, the purchase order won't be marked as Paid, only the bill when it's paid. 

 

When you create a bill transaction from the purchase order, QuickBooks will automatically mark the PO as CLSD status and the amount is RECEIVED IN FULL

 

As always, visit our QuickBooks Community help website for your future references on getting some tips and related topics.

 

Feel free to visit and post again if you have additional concerns. I'm here to keep helping. Take care!

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