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Best answer November 14, 2020
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Hello there, @gwreeves-gmail-c.
When the vendor invoice payment is already recorded in QuickBooks Online (QBO), you'll have to delete and unlink it to the expense (bill) transaction. This way, you're able to apply the said payment to two of your previous invoices. Let me guide you how.
To delete the vendor invoice (bill) payment, here's how:
- Go to the Expenses menu.
- Select Vendors.
- Click the name of the vendor to open their profile.
- Go to the Transaction List tab.
- Find and open the bill
- In the Payment Status section, select the [number] of payment made (amount) hyperlink
- Click the payment date under the Date column to open its details.
- Select More in the footer, then select Delete.
- Click Yes to confirm.
I've attached screenshots below that show the last four steps.
After that, apply the payment to your previous invoices through the pay bills feature in QBO. You can check out this article for your reference: Enter and pay bills. It also contains instructions about applying for any partial credits from the same vendor.
On the other hand, in case your payment for one invoice is a vendor credit, you can record it in your QBO account. This way, you can apply it to your open bills. You can refer to this article for the step-by-step guide depending on how you record your purchases: Enter a credit from a vendor.
Additionally, I'd recommend pulling up a vendor report after completing the process above. This is to effectively monitor your expenses and make sure they're recorded accordingly. Just go to the What you owe or Expenses and vendors section from the Report menu's Standard tab.
Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about managing vendor transactions in QBO. I'm just around to help. Take care always.
Hello there, @gwreeves-gmail-c.
When the vendor invoice payment is already recorded in QuickBooks Online (QBO), you'll have to delete and unlink it to the expense (bill) transaction. This way, you're able to apply the said payment to two of your previous invoices. Let me guide you how.
To delete the vendor invoice (bill) payment, here's how:
- Go to the Expenses menu.
- Select Vendors.
- Click the name of the vendor to open their profile.
- Go to the Transaction List tab.
- Find and open the bill
- In the Payment Status section, select the [number] of payment made (amount) hyperlink
- Click the payment date under the Date column to open its details.
- Select More in the footer, then select Delete.
- Click Yes to confirm.
I've attached screenshots below that show the last four steps.
After that, apply the payment to your previous invoices through the pay bills feature in QBO. You can check out this article for your reference: Enter and pay bills. It also contains instructions about applying for any partial credits from the same vendor.
On the other hand, in case your payment for one invoice is a vendor credit, you can record it in your QBO account. This way, you can apply it to your open bills. You can refer to this article for the step-by-step guide depending on how you record your purchases: Enter a credit from a vendor.
Additionally, I'd recommend pulling up a vendor report after completing the process above. This is to effectively monitor your expenses and make sure they're recorded accordingly. Just go to the What you owe or Expenses and vendors section from the Report menu's Standard tab.
Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about managing vendor transactions in QBO. I'm just around to help. Take care always.
