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#1 |
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Custom Stuff
Trade: General Contractor - Custom Renovations
Join Date: Jan 2008
Location: Manassas, VA
Posts: 859
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Quick Help Needed For QB Prem. 2007
I have the Contractors Edition and I am entering historical data for last year. (Don't laugh cause I know you all wish you were doing that
). Anyway, I need help with bill paying.I know how to pay a bill using a check, but I can't figure out how to process a payment when the bill was paid electronically. I pay all my AMEX bills, and others, online directly from my checking account. My only option under Payment Options seems to be checks or Credit cards, and this payment type is neither. I tried to add a payment method but it won't show up in the drop down box. I checked the 'help' section, nothing. How do I pay a bill when I paid it electronically? I will hang up now and listen to the answer from those more experienced than me.
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__________________________________________________ ___________ I EXPECT THAT SOMEDAY I WILL SEE THE FRUITS OF MY LABOR. IS IT SOMEDAY YET? ![]() Clifton, Great Falls, McLean, Fairfax Station, Manassas, Virginia Renovation Contractor |
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#2 |
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General Contractor
Trade: General Contracting and Painting
Join Date: Mar 2006
Location: Bay Area, CA
Posts: 249
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Re: Quick Help Needed For QB Prem. 2007
Make sure the "make payment inactive" box is not checked. If the payment method is inactive it will not show in the drop down menu.
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Jensen Construction & Painting San Francisco Bay area Remodeling Bay area Painting |
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#3 |
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Custom Stuff
Trade: General Contractor - Custom Renovations
Join Date: Jan 2008
Location: Manassas, VA
Posts: 859
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Re: Quick Help Needed For QB Prem. 2007
Knew about the inactive box but didn't think to check it for each option. When my eyes become untwisted from all day data entry, I will try that. Thanks. Oh what fun this is. I will never again wait until the end of the year to get my accounting out of the shoebox.
__________________
__________________________________________________ ___________ I EXPECT THAT SOMEDAY I WILL SEE THE FRUITS OF MY LABOR. IS IT SOMEDAY YET? ![]() Clifton, Great Falls, McLean, Fairfax Station, Manassas, Virginia Renovation Contractor |
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#4 |
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New Guy
Trade: General Contractor
Join Date: Oct 2008
Posts: 21
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Re: Quick Help Needed For QB Prem. 2007
The "inactive" check box will not help you in this case because no matter how many payment methods you have, only those two will show up. Here is how I would do it:
Use the Payment Method "Check" and the "Assign Check No" option and select all of the bills you want to pay, and then click "Pay & Close". You will get a pop-up asking you to Assign check #'s. Select the "Assign the appropriate check #..." option, then on the last column "Check No." enter the words "Elect." or whatever you want. If you are paying a lot of bills this way, simply use the Copy and Paste text, and this should be pretty quick for you. Hope this helps. Ray |
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#5 |
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Custom Stuff
Trade: General Contractor - Custom Renovations
Join Date: Jan 2008
Location: Manassas, VA
Posts: 859
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Re: Quick Help Needed For QB Prem. 2007
Thanks, Ray. I figured I would have to do something like that. A friend suggested that I use a numbering system different from the checks such as "E11", for the first electronic transaction in January, or something similar. Since the version is only 2007, maybe by the time I get the '09 version, Intuit will have address that. Thanks.
__________________
__________________________________________________ ___________ I EXPECT THAT SOMEDAY I WILL SEE THE FRUITS OF MY LABOR. IS IT SOMEDAY YET? ![]() Clifton, Great Falls, McLean, Fairfax Station, Manassas, Virginia Renovation Contractor |
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#6 |
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Crash Test Dummy
Trade: Landscaping
Join Date: Jan 2008
Location: Kauai
Posts: 2,206
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Re: Quick Help Needed For QB Prem. 2007
I do what Ray said. Except I designate it DB for debit.
And sympathies on the historical stuff. I just did that a couple weeks ago. 2007 and 2008. Had my computer stolen, and like the 'tard I can be at times, my QB backup was on an SD card. Still in the machine when it got jacked. |
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