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pjm0n
Level 2

I paid the supplier before the Bill arrived and I record the payment as Expense. Is there a way to check which bills were paid by a certain Expense?

 
6 Comments 6
Rea_M
Moderator

I paid the supplier before the Bill arrived and I record the payment as Expense. Is there a way to check which bills were paid by a certain Expense?

Hello there, pjm0n.

 

Let me guide you on how to check which bills you paid by an expense transaction. This way, you can monitor your expenses and keep your account updated.

 

There are different ways to record a payment in QuickBooks. You can either record it to an outstanding bill or with an expense. Both are considered your business expenses.

 

To start, you can visit your vendor's profile to view the complete list of their bills, expenses, and other transactions. Here's how:

  1. Go to the Expenses menu.
  2. Select Vendors.
  3. Locate and click the name of the vendor.
  4. You can view the complete list in the Transaction List tab.

 

I've attached screenshots below for your reference.

72.PNG73.PNG

 

You can also pull up two different reports to view your vendor transactions. The Transaction List by Vendor and the Bills and Applied Payments reports. Here's how:

  1. Go to the Reports menu.
  2. Search either Transaction List by Vendor or the Bills and Applied Payments.
  3. Select the Customize button.
  4. Make sure to set the correct date in the Report period field.
  5. Select Filter to choose the specific the information you need.
  6. Click Run report.

 

I've attached screenshots below showing the opened Transaction List by Vendor and Bills and Applied Payments reports.

74.PNG75.PNG

 

Moreover, you can memorize the report to save its current customization settings. For the detailed steps, kindly visit this article: Memorize reports in QuickBooks Online. It also contains information on how to export your report to an Excel file.

 

Please let me know if you have other concerns. I'm just around to help.

pjm0n
Level 2

I paid the supplier before the Bill arrived and I record the payment as Expense. Is there a way to check which bills were paid by a certain Expense?

hello sir,

 

thank you so much for a detailed answer.

I want to click an Expense and all the Bills paid should be under that.

I am using QBO Plus but i cannot find Bills and Applied Payments reports. Is that feature just for higher subscription?

 

Screen Shot 2020-04-18 at 10.25.41 AM.pngScreen Shot 2020-04-18 at 10.28.19 AM.png

Adrian_A
Moderator

I paid the supplier before the Bill arrived and I record the payment as Expense. Is there a way to check which bills were paid by a certain Expense?

The Bills and Applied Payments report is available in QuickBooks Online Plus, pjm0n.

 

Let's determine why you're unable to see it on your file. To start with, let's open QuickBooks on a private window. This is the best place to identify any browser-related issues. 

 

You can use these keyboard shortcuts to open this window:

 

  1. Google Chrome: Ctrl Shift N
  2. Mozilla Firefox: Ctrl Shift P
  3. Internet Explorer: Ctrl Shift + P
  4. Safari: Command Shift N

 

Then if it works, we can go back to a regular browser and clear its cache. A piled cache can also be the reason for some unexpected issues on the pages we've opened.

 

We can also switch to a different browser like Google Chrome, Mozilla Firefox, Internet Explorer, or Safri.

 

Afterward, let's run the Bills and Applied Payments report again.

 

In case you want to add additional data to the report, you can customize it.

 

Don't hesitate to reach out to me in case you still need my help. Stay safe!

pjm0n
Level 2

I paid the supplier before the Bill arrived and I record the payment as Expense. Is there a way to check which bills were paid by a certain Expense?

Thank you so much Sir for your help!

 

1. I emptied/deleted the cache several times both for Google Chrome and Safari browsers.

2. I logged in Private browser for Safari and Incognito mode in Chrome several times.

3. Both methods have negative results.

 

Here's the screen shot:

 

Mark_R
QuickBooks Team

I paid the supplier before the Bill arrived and I record the payment as Expense. Is there a way to check which bills were paid by a certain Expense?

I appreciate you getting back to us and performing the troubleshooting steps shared by my colleague above, @pjm0n.

 

I'd like to redirect you to the best support group available to get this addressed right away.

 

Clearing your browser's cache should fix the issue. Since the Bills and Applied Payments report still isn't showing after performing the troubleshooting steps, I highly recommend contacting our Phone Support Team. This way, they can further investigate this matter and create an investigation ticket if other users experiencing the same. They can also provide additional troubleshooting steps to get this resolved.

 

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent.

 

You might want to check out these articles to learn how to run and customize reports in QuickBooks Online:

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and be safe.

pjm0n
Level 2

I paid the supplier before the Bill arrived and I record the payment as Expense. Is there a way to check which bills were paid by a certain Expense?

thank you so much sir.

i already emailed my problem. i hope this will be solved soon. :)

Keep safe!

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