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Steven_ZA
Level 2

How to change name of "Bill Payment (Cheque)"

Is it possible to change the name of Bill Payments from using the word "Cheque"  - Bill Payment (Cheque) - since it doesn't make sense in countries like South Africa where cheque's are no longer accepted or used.

 

The example is a prepayment was made to a supplier via bank transfer (not cheque). The amount was added as an expense to the Accounts Payable account for the supplier. A bill was created and now that prepayment must be allocated. It should say "Bill Payment (Credit)", or at least not have the word "cheque".

Solved
Best answer May 30, 2021

Best Answers
jamespaul
QuickBooks Team

How to change name of "Bill Payment (Cheque)"

Hello, EGS_ZA. 

 

I'd like to add a few more details about the "Bill Payment" transaction name. 

 

We're unable to change the tag of the Bill Payment transaction. This is a universal (all regions) system-generated transaction name in QuickBooks Online.

 

It will always depend on what type of account was used to pay the bill (credit card or a bank account, with bank account defaulting to "Cheque"). 

 

The "Cheque" tag will only appear in your end. If you print the Bill Payment transaction, the "Remittance Advice" name and the succeeding credits (if you applied them) will appear. Here's a sample screenshot: 

 

rem1.PNG

 

Though, it would be a good idea if there was an option to customise the transaction name according to the country's terminology usage. Our engineers might include this in the future, so stay tuned for product updates from our newsletters. 

 

If you need help managing your bank transactions, you can check this article for a guide: Categorise and match online bank transactions in QuickBooks Online.

 

Do you have more questions about your bills? Please let me know and I'll do what I can to help. If you're ready to work on other tasks, add the details below and I'll assist you. 

View solution in original post

3 Comments
AileneA
QuickBooks Team

How to change name of "Bill Payment (Cheque)"

Hello, EGS_ZA. 

 

I appreciate the details you've added. Let's work together to change the Bill Payment (Cheque/Check) into Bill Payment (Credit Card). 

 

It's really easy. Just open the bill and change the account to Credit Card. I'll show you how to do it: 

 

  1. Click the Expenses, and select Vendors
  2. Locate the transaction and under Bank/Credit account, drop-down arrow and choose Credit Card
  3. Press Save and close once done. 

 

 

 

  

For more detailed steps, please click this article and process credit card payment: Process a credit card payment in QuickBooks Online.

 

You also have me if you need anything else about the program. Leave another message below or mention me on your posts. Have a lovely day!

Steven_ZA
Level 2

How to change name of "Bill Payment (Cheque)"

This doesn't work when the Bill Payment was from credit. Changing the "Bank/Credit account" has no impact on the description.

jamespaul
QuickBooks Team

How to change name of "Bill Payment (Cheque)"

Hello, EGS_ZA. 

 

I'd like to add a few more details about the "Bill Payment" transaction name. 

 

We're unable to change the tag of the Bill Payment transaction. This is a universal (all regions) system-generated transaction name in QuickBooks Online.

 

It will always depend on what type of account was used to pay the bill (credit card or a bank account, with bank account defaulting to "Cheque"). 

 

The "Cheque" tag will only appear in your end. If you print the Bill Payment transaction, the "Remittance Advice" name and the succeeding credits (if you applied them) will appear. Here's a sample screenshot: 

 

rem1.PNG

 

Though, it would be a good idea if there was an option to customise the transaction name according to the country's terminology usage. Our engineers might include this in the future, so stay tuned for product updates from our newsletters. 

 

If you need help managing your bank transactions, you can check this article for a guide: Categorise and match online bank transactions in QuickBooks Online.

 

Do you have more questions about your bills? Please let me know and I'll do what I can to help. If you're ready to work on other tasks, add the details below and I'll assist you. 

View solution in original post