Pay Bills in QBO (accounts payable workflow for bookkeepers)

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How do you manage accounts payable (paying bills) in QuickBooks Online? As a bookkeeper, the A/P workflow can be confusing. But I break it down in to 4 clear steps: receive bill, enter in QBO, pay bill, match in bank feeds. I include QuickBooks tutorials and also explain the entire workflow of how a bill can move through an organization (including bill approval by managers).
Videos mentioned:
QBO training on bill approval: • How to set up and use ...
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▶My Bookkeeping Tech Tools: www.finepoints.biz/blog/techn...
▶ Videos to get started bookkeeping:
Learn bookkeeping: • 10 ways to LEARN bookk...
Bookkeeper certification for FREE: • FREE ProAdvisor certif...
How to become a bookkeeper (with chart): • How to become a BOOKKE...
How to get clients: • 20 ways to get bookkee...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
Day in the life playlist: • "Day in the life" of a...
Bookkeeper Launch video: • 10 FIRST IMPRESSIONS o...
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How much to charge: • HOW MUCH to charge as ...
Services to offer: • BEGINNER services to o...
▶ More videos you'll like:
Big, medium & small clients: • CLIENT EXAMPLES: Small...
Niches playlist: • Niches for bookkeepers
Before you start: • Bookkeepers: 7 THINGS ...
Impostor syndrome for bookkeepers: • How to overcome IMPOST...
10 reasons to start bookkeeping: • WHY START BOOKKEEPING?
How to clean up a client's books: • How to do a "CLEAN-UP"...
#bookkeeper #finepoints #bookkeeping
0:00 Simple method
2:28 Bill received
5:49 Enter bill into QBO
10:07 Bill paid
12:11 Match bank feed

Опубликовано:

15 июн 2024

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Комментарии : 38

@FinePointsBookkeeping Год назад

Are there other QBO tutorials you'd like to see?

@sonographystudio Год назад

I'm brand new and still learning about bookkeeping. Your receipt videos were SUPER helpful, as well as this Bill pay video. I like how you show step by step how to handle something. One thing that really confuses me is knowing what account to put something in; for example, cash or revenue...or both??? I watched your video on setting up a chart of accounts, but I would love to see you explain how the chart of accounts works and give lots of examples on what to put where. Any videos just like this one would be great! I'm writing down each step you are going through so I can refer to it later.

@FinePointsBookkeeping Год назад

Thanks so much for watching! I just added your video idea to my list, it's a great suggestion!

@sewingseeds. 4 месяца назад

I’m so glad your teachings are from a bookkeeper’s perspective. Thank you so much!

@bradcolorado8149 Год назад

It's great to have these vidéos for specific accounts

@nezamsohel467 Год назад

Thanks for explanation step by step.

@netasekllc Год назад

Very helpful, thanks!

@magdalenasobottka9261 Год назад

Thank you!

@user-pw7bo3lq1h 6 месяцев назад

thank you!!

@hamzaamin9853 11 месяцев назад

Hello Hope you are good thanks for a wonderfull concept that you have given if you make the video on how to get the history of paid and unpaid bills

@user-os3ko9fw3c 11 месяцев назад

So much easier to pay bills on QBDT lol. Now I'm on QBO...I want to pay my home monthly depot statement that has multiple transactions (bills and credits) and I don't see anywhere to check off the credits on the bill pay page. Then I check off the transactions I want to pay (the ones that are due on the most recent statement) and I see that I have to not only check it off I also have to enter the amount of that particular bill/transaction I want to pay instead of it being autofilled with the full amount.

@CS-yy3hv 11 месяцев назад

14:43 just started using qbo, I agree, I like qbdt too😂

@brookestonge5249 Год назад

im brand new to bookkeeping also and i was wondering if you could do a video on how to add your own personal info into quickbooks to get started with learning how to use the system? i dont have a company or a client to add yet. or if there is a video you already have on how to do this point me to that video. i love how you explain things and its easy for me to understand.

@sonographystudio Год назад

Hi Brooke! I struggled with this also. I entered the expenses as bills instead of expenses and I had to try and delete everything. 😞

@FinePointsBookkeeping Год назад

Morgan is considering doing some more specific QuickBooks videos, so we'll note that for future ones :) -Gabe (FinePoints Admin)

@drdanielmorris5569 Год назад

My wife does the accounts payable for our small business after I have approved purchases. We rarely make partial payments on invoices but rather pay in full. To expedite the data entry can the "enter bill" be omitted and proceed directly to "pay bill"? This would be equivalent to the info entered in the check register. Thanks in advance to your response

@melaniel778 5 месяцев назад

So I love your video but I have a question; I am not able to match my bank fees to my transactions in bills. How do I fix this

@rundmc2514 Год назад

I've struggled with "overcomplicating" for things like an auto pay an internet bill and wanting to have a recurring bill or if I should just add it when it comes in. The thing is that I am the person who should be monitoring cash flow I just don't really know how to do that

@user-sj2pc5iv4k 9 месяцев назад

Hi! If I understand correctly, the clients pays QBO subscription, AND there are additional fees that adds up - bill pay, payments, invoices? In reality, the client ends up paying much more each months? Can the client do a basic bookkeeping just with a subscription, for example with Plus? And what is QuickBooks Payments, I see there is a fee, do you need it to PAY BILLS? And what is MELIO?? I am confused with all this. Thank you in advance!

@user-cd7zf3tr8c 6 месяцев назад

Can you make a video on how to print all your remittance sheets at one time instead of going into each individual supplier?

@rundmc2514 Год назад

Also I am VERY interested on how to pay the vendors with the QBO system because I recently wrote a papercheck that was stolen out of the mail.. altered with white out and then mobile deposited $6500 into someone's bank account! A video on how to avoid this would be great!

@FinePointsBookkeeping Год назад

Oh that's no good! We'll add this to the list of ideas :) -Gabe (FinePoints Admin)

@moderndwellingsofGeorgia 6 месяцев назад

We typically pay invoices simply by writing a check without first entering as a "bill." However, when we have a vendor with a credit that exceeds the amount invoiced, I have to create a bill. Have some expenses that are bills while others are paid by check directly makes various "reports" a little tricky. In other words, I've entered a "bill" for a vendor's invoice that has a credit exceeding the accounts payable, while others I bypass creating a bill to just write a check (New > Check). Can you offer any guidance?

@homles1001 Год назад

i HAVE a question when the client pay freelancers by wise how do I record that in QuickBooks please

@janamkirkland Год назад

In one of your previous videos you talked about how you set up an appointment with someone when you need help with QBO - I cannot find this? Who was this that you reach out to when you need help with QBO?

@FinePointsBookkeeping Год назад

Hi! Do you need help with something technical within QBO (like a login issue, etc)? If you're a proadvisor, then log in to QBOA and go to the help button and you can select the "call me back" option (that's my fave) and they will call you (usually in like 30min or less). I have a video coming out in about a month all about that. If you need more of a bookkeeper question (like, how to do a process, clean up books, etc.) I don't have a certain resource for that--usually there is some kind of email support if you pay for a program (like Bookkeeper Launch).

@carmenguiness Год назад

I am interested in knowing about the payment feature

@FinePointsBookkeeping Год назад

Thanks for letting us know! We'll note that for future videos. -Gabe (FinePoints Admin)

@user-ce4fi1wl8k Год назад

Hi, how long does it take for customers to receive ach payment? and what is the max limit?

@PeterCianci 7 месяцев назад

Did you ever find out?

@Dera-xu5cb Год назад

i need more how to fill up the form/ Invoice?

@pantera7086 Год назад

do you know how to put a credit card from a customers to pay the Company monthly ?

@FinePointsBookkeeping Год назад

Hi Pantera! You should be able to set this up with your bank or card company. They can set up an automated monthly transaction for you. Krista (FinePoints Admin)