My company is using Bill.com to streamline AP with QBO. I found that there are some transactions that are not in sync between Bill.com and QBO within a certain date period. How would I reconcile between Bill.com and QBO transactions to make sure that all Bill.com transaction are in QBO?
I apologize. Please ignore my previous replies from today; I misunderstood the situation.
I am trying to nullify a bill from a prior period, and I am making a journal entry to zero the bill out on QBO. However, the bill still shows as "Open" on Bill.com. My question is: if I delete the bill from Bill.com, would it delete the bill on QBO? Because I can't have the bill be deleted from QBO.
Thanks for providing additional information, @Tealdesert.
If you delete your bill from Bill.com, this won't reflect in QuickBooks Online (QBO) since the transactions have already been recorded in the program.
Let me guide you on how you can delete the bills on Bill.com. Here's how:
Click Bills in the left navigation menu and click Vendors.
Select the vendor's name and click the bill's invoice number
Once done select More actions.
Choose Delete bill.
In addition, you can run the Bills and Applied Payments report in QBO. This will show you the payments that you've made and the bills that go with them. Just go to Reports and open the Bills and Applied Payments report.
I'll be right here to continue helping if you have further customer-related questions or any other concerns. Feel free to tag me in your comments. Stay safe!