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Join nowNew to Quickbooks Online and finding it very frustrating and disappointing. I've been having a lot of issues entering bills, one of my primary duties that was a breeze on Desktop.
I have dozens of bills to enter-- different vendors and different categories. When I have finish entering one bill and Save, to move on to the next vendor bill I have to select the new vendor (which changes the name, address, and terms, ok good) but retype over all of the old information from the previous bill. Unless I want to re-launch New Bill. There's no option to clear everything but stay on New Bill?? Frustrating, but okay.
But this is where it gets tricky and more frustrating-- I enter one Advertising bill and now I want to enter a Utilities bill (categories). When I change the vendor to the Utilities vendor (that is set up as such!), the category stays the same as the previous bill entry and does not change to reflect the new vendor. Seriously?? I have to manually change the category every time or just exit and re-enter New Bill every single time I enter a bill?
Is there some other way to enter bills I'm unaware of? How can I make all saved fields for a vendor actually fill in when I select them instead of just closing and re-opening every time? That slows you down a lot. What do you do when you have tons of bills from all different companies? This is cumbersome, clumsy, and so user-unfriendly.
Good day, emmaemmaemma.
Saving and filling all the vendor information when entering multiple bills is unavailable in QuickBooks Online. You'll need to re-launch a new bill once you saved the other transaction.
I appreciate you explaining how it would help you out. Letting us know what works best for you will show our developers what they need to consider in future product updates.
While it's unavailable, I'd suggest submitting feedback within your QuickBooks Online (QBO) account. This way, it goes to our product developers to help improve your experience while using the program. Here's how.
You might find the following article interesting: How to set up a recurring bill. Using the recurring transactions feature, the more transactions you automate, the more time you will save by not having to create the same transactions.
Should you have follow-up concerns, please let me know. I'll be more than willing to lend you a hand. Have a good one.
Thanks for the response, but I can't believe how outrageous this is. What company has one bill to pay at a time? Incredibly disappointed. The disruption to my workflow cannot be understated. Hoping this gets updated in the near future.
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