Bills: Entering bills and credits
When you a receive a bill, you should enter it into QuickBooks. That way QuickBooks knows about it and can help you track information about how you spend money.
Videos on bills
Entering a bill
- Choose Vendors > Enter Bills. How do I use this window?
- To enter a new bill, click the "New" on the left panel or click the + at the bottom of the list. To edit a bill, select a bill in the list on the left panel. (If you don't see this list, click the Left View.)
- Enter the information for the bill, and click Save.
Note: You can also enter bills using the Vendor Center and Transaction Center.
What's on a bill?
- Bill or Credit. Are you entering a bill or a credit from a vendor?
- Vendor. Choose the vendor from the Vendor list or type in the vendor's name. Do you see a message about open purchase orders?
- Amount Due or Credit amount. Enter the amount of the bill or credit.
- Date. QuickBooks automatically enters today's date, but you should change it to the date on the bill.
- Ref. No. Enter the bill, statement, or invoice number.
- Terms.(Bills only) QuickBooks uses the terms to determine the due date of your bill payment as well as the date you'll need to pay by to receive a discount for early payment.
- Bill Due.(Bills only) Enter the date the bill is due.
- Memo. Enter a memo that will appear on reports that include the bill or credit.
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Show in Calendar. Adds a reminder to pay the bill in Calendar.
- Expenses and Items. Choose either the Expenses or the Items pane. Enter information about what you're being billed for: expenses you track through expense accounts or items such an inventory part, non-inventory part, service, or other charge.
Other things to know about bills:
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View payment history for the bill. Click history to see the payments for this bill.
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Clears how you've split the bill by items and expenses. Click Clear Splits to clear the items on the Expenses and Items panes on the bill.
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Recalculate the amounts on your bill. If you make changes to the bill, you can recalculate the amount due to reflect the change.
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Add payment reminder to Calendar. Click the Calendar button to reminder youself to pay this bill.
- More about using bills