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RICET818
Level 1

PAYING BILLS BY CREDIT CARD, THEN PAYING CREDIT CARD BY CHECK

Is there any way to set up in QB Desktop to automatically create a credit card bill to be paid when paying bills by that credit card?  (ex: I buy something from Amazon and charge it to my Visa.  I want to then have it automatically show that there will be a bill from Visa to be paid in that amount.)

2 Comments 2
SarahannC
Moderator

PAYING BILLS BY CREDIT CARD, THEN PAYING CREDIT CARD BY CHECK

Hello there, @RICET818.

 

In QuickBooks Desktop, setting up an automatic create a credit card bill when paying bills by credit card is unavailable. 

 

QuickBooks Desktop gives us an option to memorize the transactions. As a workaround, we'll have to do it manually.

 

Open the bill and bill payment one at a time. Then, click Memorize. When paying credit card, you can utilize the Write check. From the Banking menu, select Write Checks. After you enter all the details needed, click Memorize.

 

Then, you can go to the memorized lists to open the customized bill, payment, and check. You can follow these steps every time you need to review them.

 

  1. Go to the Lists menu.
  2. Select Memorized Transaction List.
  3. Look for the transaction you want to review.
  4. You can select the Memorized Transaction drop-down. Then, choose what you want to do with the transactions.
  5. Select OK.

 

You can also set your transactions to automatically apply payments. Here's how:

 

  1. Go to the Edit menu. 
  2. Select Preferences.
  3. In the Payments section, click the Company Preferences tab.
  4. Tick the Automatically apply payments option and other features you want to generate.
  5. Then, OK.

 

Also, you can check these resources. Each of them provides more tips and insights about handling reports.

 

 

I'm here if you have any other concerns about QuickBooks or need further assistance with anything in the program. Take care always.

SarahannC
Moderator

PAYING BILLS BY CREDIT CARD, THEN PAYING CREDIT CARD BY CHECK

Hi RICET818,


Hope you’re doing great. I wanted to see how everything is going about paying bills and paying credit card by check. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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