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Level 3

Do I need to enter category & item details when posting a supplier bill to their account?

 
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Best answer February 26, 2020

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Level 11

Do I need to enter category & item details when posting a supplier bill to their account?

@sharonmcnulty 

 

  • For Expenses use the Category details section and select the account from the Chart of Accounts.
  • For Inventory items use the ITEM details section and select item from the Products and Services list.

 

category-details_item-details.PNG

 

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Moderator

Do I need to enter category & item details when posting a supplier bill to their account?

It's great to see you here, @sharonmcnulty,

 

Yes, you must enter any category or item to record a purchase. QuickBooks will not save the transaction without associating what the expense is for and what amount is being billed to you.

 

In QuickBooks Online (QBO), the Category Details refers to a selection of an account from the company chart of accounts to categorize expense type (or non-expense type).

 

Whereas the Item Details mainly refers to the items from products and services list like the purchase of inventory items by quantity and unit price. It may also help to use for some job costing purposes when job/project cost reports.

 

Here's an article you can check for further information about the two main section of the bill and other transactions: What is the difference between Account Details and Item Details sections available in Bill, Expense ...

 

Now that you have an overview on how it works, you can start processing your bills from the + New button then select Bill. For more information about managing Accounts Payable transactions, see this article: Enter and pay bills.

 

If you have other questions or need further assistance, let me know in the comment. I'll be more than happy to help. Have a wonderful day!

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Highlighted
Level 11

Do I need to enter category & item details when posting a supplier bill to their account?

@sharonmcnulty 

 

  • For Expenses use the Category details section and select the account from the Chart of Accounts.
  • For Inventory items use the ITEM details section and select item from the Products and Services list.

 

category-details_item-details.PNG

 

View solution in original post

Highlighted
Moderator

Do I need to enter category & item details when posting a supplier bill to their account?

It's great to see you here, @sharonmcnulty,

 

Yes, you must enter any category or item to record a purchase. QuickBooks will not save the transaction without associating what the expense is for and what amount is being billed to you.

 

In QuickBooks Online (QBO), the Category Details refers to a selection of an account from the company chart of accounts to categorize expense type (or non-expense type).

 

Whereas the Item Details mainly refers to the items from products and services list like the purchase of inventory items by quantity and unit price. It may also help to use for some job costing purposes when job/project cost reports.

 

Here's an article you can check for further information about the two main section of the bill and other transactions: What is the difference between Account Details and Item Details sections available in Bill, Expense ...

 

Now that you have an overview on how it works, you can start processing your bills from the + New button then select Bill. For more information about managing Accounts Payable transactions, see this article: Enter and pay bills.

 

If you have other questions or need further assistance, let me know in the comment. I'll be more than happy to help. Have a wonderful day!

View solution in original post

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Level 1

Do I need to enter category & item details when posting a supplier bill to their account?

Thank you for this answer; it moved me a little further along.  I do the bookkeeping for a non-profit.  Can I use the "Item details" section to keep track of Grants? (I use the "Category details" section for accounts and classes).  For example, if I pay for airfare that is being funded by XYZ Grant, can I use the "Item details" section to record this, using XYZ Grant (and all other grants) as a Product/Service?  And if the anser is "yes"; in what report can I see the expenses coded to this XYZ Grant?  Thank you!

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QuickBooks Team

Do I need to enter category & item details when posting a supplier bill to their account?

Thank you for joining the thread, @hcassini.

 

Item details are used for additional information to accounts in the COA, and this can't be included in any reports.

 

I suggest creating a different account type of Grants if needed. I'll guide you how:

  1. Go to the Gear icon and select Chart of Accounts.
  2. Select New in the top right corner.
  3. Click on the Account Type drop-down to select the account type.
  4. Select the Detail Type to specify the type of account that you want to add.
  5. Enter the name of the account in the Name field.
  6. You have the option of including information in the Description field and an amount in the Balance field.
  7. Click Save and Close.

 

Additionally, I'm including articles that contain further information on this:

 

Should you have any questions, please post a comment, and I'll be happy to help. Wishing you all the best.

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