I'm trying to add a Bill to a vendor. She has a $0.00 balance but every time I try to make a new transaction/bill, it carries in a balance making the bill inaccurate.

clara@coatofarms · ‎October 09, 2023

For example, in the Vendor tab, I select New transaction. Then Bill. When her "Bill" generates, it populates automatically with $3,000 even though her open balance is 0.00 and the last payment was in 2022 for that balance. If I try to clear the invoice, nothing happens and there are not line items to delete.

CharleneMaeF · ‎October 09, 2023

I'm here to help create a bill successfully, clara.

First, I recommend running a Vendor Balance Detail report. This way, we can review where this $3,000 is coming from. Here's how:

Go to the Reports menu.
Type in Vendor Balance Detail in the Search bar.
Open the report and select Customize.
Select All Dates.
On the Filter section, select the vendor with an unknown balance beside the Vendor tickbox.
Click Run report.

If there are transactions shown in the report, review and determine what to do with them.

In case no transactions appear, I suggest accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. The browser utilizes cached data to load web pages quickly. However, excessive cache can lead to problems that impact the appearance and functionality of your account.

Here are the keyboard shortcuts:

Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

Once done, create a bill again. If the balance is now correct, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. Using other supported browsers also helps us verify if this is a browser-specific issue.

Also, make sure the Auto-recall feature isn't turned on while creating the bill. Otherwise, QuickBooks Online fills in the entire transaction using the same information as the last one you entered for that specific vendor.

Once you're all set, you can explore the following resources to assist you in effortlessly tracking your receipts from vendors and receiving bills from another QuickBooks user:

I'll be around if you need more help managing and recording your expense transactions in QuickBooks. Keep me in the loop by tagging me in your reply. I'm always ready to assist.

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I'm trying to add a Bill to a vendor. She has a $0.00 balance but every time I try to make a new transaction/bill, it carries in a balance making the bill inaccurate.

I'm trying to add a Bill to a vendor. She has a $0.00 balance but every time I try to make a new transaction/bill, it carries in a balance making the bill inaccurate.

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