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QuickBooks
Online Manual
Bills
Entering
a Bill for Expenses
You can enter a bill for any kind of expense you track
through expense accounts.
| 1. |
From
the "Vendors" menu, choose "Enter Bills".
 For
QuickBooks 1999:
From the "Activities" menu, choose "Pay Bills".
|
| 2. |
In
the "Vendor" field, choose or enter a new vendor. |
| |
| • |
If
an open purchase order exists for this vendor,
you are prompted to receive against it: |
|
|
| |
1. |
Click
Yes to receive against one or more purchase
orders. |
| |
2. |
In
the Open Purchase Orders window, click each
purchase order that contains items you've
received and are being billed for. |
| |
3. |
Click
OK. |
| |
Note:
All item information (quantity received,
etc.) can be edited. |
|
| 3. |
(Optional)
Change the date of the bill. |
| 4. |
In
the "Amount Due" field, enter the amount of the
bill. |
| 5. |
Complete
the "Ref. No", "Terms", and "Memo" fields as needed. |
| 6. |
In
the detail area, assign the bill to one or more
expense accounts. |
| 7. |
(Optional)
To correct mistakes in the detail area, click
"Clear Splits" or "Recalculate". |
| 8. |
Click "Save & Close" to save the transaction and
close the window. Click "Save & New" to save the
transaction and enter a new one. |
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Index ]
Entering
a Bill for Items
You can enter bills for the following types of items:
inventory part, non-inventory part, service, and other
charge.
| 1. |
From
the "Vendors menu" choose "Enter Bills".
For
QuickBooks 1999:
From the "Activities" menu, choose "Pay Bills".
|
| 2. |
In
the "Vendor" field, choose or enter a new vendor. |
| |
| • |
If
an open purchase order exists for this vendor,
you are prompted to receive against it:
|
|
| |
| |
1. |
Click
Yes to receive against one or more purchase
orders. |
| |
2. |
In
the Open Purchase Orders window, click each
purchase order that contains items you've
received and are being billed for. |
| |
3. |
Click
OK. |
| |
Note:
All item information (quantity received,
etc.) can be edited |
|
| 3. |
(Optional)
Change the date of the bill. |
| 4. |
In
the "Amount Due" field, enter the amount of the
bill. |
| 5. |
Complete
the "Ref. No", "Terms", and "Memo" fields as needed. |
| 6. |
Click the "Items" tab. You can edit items that
were entered from your purchase order and/or enter
new items. |
| 7. |
To enter shipping charges or taxes not associated
with any one item, click the Expenses tab. In
the detail area, enter each charge and associate
it with its correct expense account. |
| 8. |
(Optional) Click Recalculate. |
| 9. |
Click "Save & Close" to save the transaction and
close the window. Click "Save & New" to save the
transaction and enter a new one. |
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Index ]
Overview
of Paying Bills
In
the Pay Bills window, QuickBooks lists all unpaid bills
or all bills due as of a date you enter. You mark the
bills you want to pay, and QuickBooks then writes and
saves the checks or credit card charges.
You don't have to use the Pay Bills window. You can
enter checks, credit card payments, and cash expenditures
in the appropriate account register. However, if you've
entered bills into QuickBooks using the Enter Bills
window or the Accounts Payable register, you must use
the Pay Bills window for your bill payment.
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Index ]
Paying
a Bill with a Check
| 1. |
From the "Vendors" menu choose "Pay Bills". |
| 2. |
In
the left had column, select the bills to be paid.
|
| 3. |
Under
Payment Method choose Check. If you plan to print
this check from QuickBooks (instead of handwriting
it), select "To be printed". Then select the
name of the checking account from which you will
pay the bills. |
| 4. |
After
all bills to be paid have been selected, click
"Save & Close" to save the transaction and close
the window. Click "Save & New" to save the transaction
and enter a new one. If you are paying by check,
QuickBooks prepares one check for each vendor
and records the checks in the check register with
BILLPMT in the Type field. |
| 5. |
To
print your checks, from the File menu, choose
Print Forms, and then choose Checks. |
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| • |
Note:
If you did not select the "To be printed"
checkbox, QuickBooks saves the checks with
the next sequence of unused check numbers
for handwritten checks. You can correct
these check numbers if necessary. |
|
For
Quickbooks 2001, 2000, and 1999: |
| 1. |
From the "Vendors" menu, choose "Pay Bills".
For
QuickBooks 1999:
From the "Activities" menu, choose "Pay Bills".
|
| 2. |
Under
"Payment Method", choose Check. If you plan
to print this check from QuickBooks (instead of
handwriting it), select the "To be printed" checkbox.
Then enter the name of the checking account from
which you will pay the bills. 3. Fill in the optional
fields in the Pay Bills window.
For
QuickBooks 2000 and QuickBooks
1999:
Under "Pay By", choose Check.
|
| 3. |
Fill
in the optional fields in the Pay Bills window. |
| 4. |
Select
the bills you want to pay. |
| 5. |
Record
the bill payment. If you are paying by check,
QuickBooks prepares one check for each vendor
and records the checks in the check register with
BILLPMT in the Type field. |
| 6. |
To
print your checks, from the File menu, choose
Print Forms, and then choose Checks. |
|
| • |
Note:
If you did not select the "To be printed"
checkbox, QuickBooks saves the checks with
the next sequence of unused check numbers
for handwritten checks. You can correct
these check numbers if necessary. |
|
Back
to [ Top ] [ QuickBooks
Index ]
Paying
a Bill with a Credit Card
| 1. |
From
the "Vendors" menu choose "Pay Bills". |
| 2. |
In the left hand column, select the bills to be
paid. |
| 3. |
Under
"Payment Method, choose Credit Card. Then select
the name of the credit card account from which
you will pay the bills. |
| 4. |
4.
After all bills to be paid have been selected,
click "Save and Close" to save the transaction
and close the window. Click "Save and New" to
save the transaction and enter a new one. If you
pay with a credit card, QuickBooks records a charge
for each vendor in your credit card register. |
For
Quickbooks 2001, 2000, and 1999: |
| 1. |
From
the "Vendors" menu, choose "Pay Bills".
For
QuickBooks 1999:
From the "Activities" menu, choose "Pay Bills".
|
| 2. |
Under "Payment Method", choose Credit Card.
Then enter the name of the credit card account
from which you will pay the bills.
For
QuickBooks 2000 and QuickBooks
1999:
Under "Pay By", choose Credit Card.
|
| 3. |
Fill
in the optional fields in the "Pay Bills" window. |
| 4. |
Select
the bills you want to pay by clicking in the far
left column marked with a check. |
| 5. |
Record
the bill payment. If you pay with a credit card,
QuickBooks records a charge for each vendor in
your credit card register. |
Back
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Index ]
Paying
a Bill with Cash
| 1. |
From
the "Vendors" menu, choose "Pay Bills". |
| 2. |
Under
Payment Method, choose Check, Then select the
name of your cash account from which you will
pay the bills. |
| 3. |
After
all the bills to be paid have been selected, click
"Save & Close" to save the transaction and close
the window. Click "Save & New" to save the transaction
and enter a new one. If you pay with cash, QuickBooks
records a payment for each vendor in your cash
account register. |
For Quickbooks
2001, 2000, and 1999: |
| 1. |
From
the "Vendors" menu, choose "Pay Bills".
For
QuickBooks 1999:
From the "Activities" menu, choose
"Pay Bills".
|
| 2. |
Under
Pay By, choose Check. Then enter the name of your
cash account from which you will pay the bills. |
| 3. |
Fill
in the optional fields in the Pay Bills window. |
| 4. |
Select the bills you want to pay. |
| 5. |
Record the bill payment. If you pay with cash,
QuickBooks records a payment for each vendor in
your cash account register. |
Back
to [ Top ] [ QuickBooks
Index ]
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