Replace Payment Field in the Expense Statement and eSign it in minutes

Aug 6th, 2022
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How to Replace Payment Field in the Expense Statement

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hey guys liz basara here ceo here at financial gps and im here to help you get the most out of quickbooks online today im going to show you guys how to convert an expense to a bill payment now this is a really uh weird situation that might come up and im gonna walk you guys through it its literally gonna take 30 seconds so lets get started so in this scenario you could see that i have a bill but i also have an expense and sometimes this happens if you record an expense and maybe you just dont connect it to the bill maybe you have an auto uh like a rule and banking that tells you to push it through without considering a bill so im going to show you how to convert this expense to a bill payment so all you have to do is find the expense youre going to click on it okay so heres the expense and what youre going to notice is that on the right hand side i have this little bill that pops up so all you have to do is click add and then its going to ask you for the amount up top so all

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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To create an expense: Click the + New button. Select Expense. In the Payee field, choose a vendor. Select the Payment account to which to credit this expense. Enter the date of the purchase in the Payment date field and specify the Payment method for the expense. Type in the amount of the purchase and any Tax paid.
Go to Settings ⚙ and select Subscriptions and billing. Select the Billing details tab. Select Edit billing information and update your payment info.
After a posted sales invoice has been partially or fully paid, you cannot correct or cancel it from the posted sales invoice itself. Instead, you must manually create a sales credit memo to void the sale and reimburse the customer, optionally managed with a sales return order.
To do so, follow these steps: Under Company Settings Account Billing Account Billing. Next to the current payment method, select Change. On the Payment Method page, verify that your company address matches your credit cards address, then select either Card or PayPal. On the Order Confirmation page, select Done.
Go to Bookkeeping, select Transactions, and then Expenses (Take me there). Select the account you need to transfer the payment from. Select the transaction, then select the Pay down credit card radio button.
Heres how to update an invoice payment using the QuickBooks Online app on an Android device. Select Menu ☰. Then select the ALL tab. Select Invoice Payments. Select the payment you want to edit. Select Edit ✎, then make your changes. Select Save.
Ill show you how: Click Sales in the left panel, select Customers. Select the name of your customer. In the Transaction List tab, click the paid invoice. Click the 1 payment made link. Click the date. In the Receive Payment page, click More. Click Delete. Click Yes to confirm the action.
How To Reverse Quickbooks Payment Applied To Wrong Invoice Sign in to your QuickBooks Payments account. Tick the Processing Tools drop-down and select Reverse a Transaction. Fill out the necessary fields. Tap Search. Choose the transaction you want to refund. Press Submit.

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