separate post dates and vendor invoice dates to properly accrue expenses

Hello there, kingrecycling. Allow me to share information to help you get things clear for you.

Currently, the option to turn on post dates in QuickBooks Desktop (QBDT) is unavailable. I see how convenient this would be for your business to post transactions with post dates. You'll need to specify the dates on each payment to accrue these expenses and able to reflect these on your Account Payable and Accounts Receivable reports.

With that, it is best to seek professional advice from your accountant to ensure the accuracy of your accounts. If you're not affiliated with one, you can utilize our Find an Accountant tool to look for one in your area.

Moreover, I've added this reference to help you enter and manage bill payments from your account: Ener bills in QuickBooks Desktop.

Let us know in the comments below if you have other QuickBooks concerns. We'd be delighted to assist you further. Have a good one!

@kingrecycling  RE: In older versions of QB there was an option to turn on post dates.

I've used QuickBooks for decades and have never heard of post date before.  Are you sure this wasn't some other product?

Hi there,

Yes, it did have it in an earlier version.   In later versions to some point I don't know, you could turn it on through adding it as a vendor additional info:

But I can’t find the preferences that allow me to add it to the billing screen and reports so that it can function as the vendor information on their reports while still allowing for posting into the proper period.

Not sure why they dropped it when it’s critical to accrual reporting.

Anyway, any thoughts on how I can “see” this field on the “Enter Bills” screen?

Thanks,

Thanks for getting back to us, @kingrecycling.

I know how beneficial it is to your company to customize the vendor invoice form for your business. However, it is no longer available in QuickBooks. I'd recommend sending this request straight to our product engineers through feedback. Sharing features you would like implemented is how our engineers look for new product updates.

Follow these:

1. Press the Gear icon in the upper right and choose Feedback under profile.
2. It will open a window where you can enter your product suggestions.
3. From there, input how you want the program to work.
4. Click Next to submit it.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks. I also want you to get in the loop about the latest news and product developments in QuickBooks. Feel free to visit our Firm of the future site. 

You can also visit our Help articles page for reference to find some helpful topics and discussions on managing your QuickBooks Desktop.

You're always welcome to post your reply if you have further questions or concerns. We're here to back you up.

Hi there, I don't think I was clear about what my new question was.  

Is there a way to some of add the customized information for vendors / clients to the "enter bills" screen without having to use a PO / SO?   

For example, I have added fuel rates as a custom field for calculation of flat rate adjustments.   I would like to be able to individually key in the rate we pay a supplier without having to do a PO for them.   

My next question is, is there a enter data into PO's without every single transaction showing up on the corresponding transactions list/ledgers?  Ie, can I add transactions in a po and capture them here on the bill:

Without it impacting the ap ledger like this:

Hi there, I don't think I was clear about what my new question was.  

 Is there a way to some of add the customized information for vendors / clients to the "enter bills" screen without having to use a PO / SO?   

 For example, I have added fuel rates as a custom field for calculation of flat rate adjustments.   I would like to be able to individually key in the rate we pay a supplier directly into their bill without having to do a PO for them.   

My next question is, is there a enter data into PO's without every single transaction showing up on the corresponding transactions list/ledgers?  Ie, can I add transactions in a po and capture them here on the bill:

 Without it impacting the ap ledger like this:

Thanks for getting back to us, @kingrecycling. Allow me to chime in and share some details about the feature you want and help you from there.

I appreciate the details provided and your sharing your thoughts about the features you want to add to QuickBooks. As mentioned by my colleague, we're continuously working towards providing better features to help improve our customer's experience while using the program. 

That said, I suggest sending feedback to our product developers to add this option for the upcoming product enhancements. You may follow the steps shared by my colleague above on how to send feedback. 

For now, you can open these links that will guide you in customizing your sales forms and how you can use the A/P workflow in QuickBooks:

• Use and customize form templates
• Accounts Payable workflows in QuickBooks Desktop

I'm just around the corner to help if you have any other concerns. I'll keep an eye out for your response. Stay safe.