If you have elected to use the Quick Method, record the portion of GST/HST that you keep per these instructions.If there is an ‘Uncategorized Tax Amount’ at the bottom of the page, call us for assistance.Verify that the “From” and “To” dates are correct.Select the ‘Tax Agency’ ‘Receiver General’.From the ‘Sales Tax menu’, choose ‘File Sales Tax’.Get the complete online course for QuickBooks 2018. If you are using the Class feature you want to make sure that you are using it consistently so that reports are accurate.Ĭongratulations! You have completed your first bill in QuickBooks 2018. This is a great tool to help remind yourself to bill a client for materials and tools that you may have paid for, but need to be reimbursed. If you have an expense in here, like the bill that we have created, and the box is checked, then this bill would show up in the Billable Time and Costs section, and we can easily add it to an invoice for client. This goes back to when we were working with invoices. You will also notice a checkbox on the right-hand side that says Bill. We can specify that $100 of this bill was job materials and on the next line that $25 was for shipping and delivery charges. Here you can break your Amount Due into as many accounts and items that you want. You can do so in the memo section at the bottom of the bill.Īt the bottoms of your screen below your bill you’ll notice two tabs, Expenses and Items. You may also want to enter a note or comment about this bill. The amount due is the total of your bill. Plugging in this number will help you search and identify this bill when needed at a later date. The reference number is simply your vendor’s invoice number. What a vendor calls an invoice on their end, you call a bill on your end. You will also set this to your vendor specified due date or per the terms of your agreement. The Due Date is the most important date for QuickBooks. The first date will be the date that your vendor has printed on the bill that they sent you – not the date that you received the bill or decided to put it into QuickBooks. The Billing Date and the Due Date are especially important. If you set terms up during your vendor set up this will also fill in automatically. If you have specific terms set up with your vendor you’ll want to make sure that you specify them here. Need to master QuickBooks? We offer 10 courses for QuickBooks.
When you select a vendor from your vendor list their address information will automatically fill into your bill, assuming that you have set that up. Simply change this from bill to credit or vice versa based on your need.įirst, you will be asked who your vendor is. The next screen will default to a bill, but occasionally your vendor may send you a credit. Start by selecting the Enter Bills option from your home screen. Most businesses have expenses, and keeping track of those expenses is key to paying bills on time and running accurate reports.Įntering business bills is simple to do.
#How to enter expenses in quickbooks desktop 2017 how to#
If your organization is one that works with subcontractors or vendors, you’re going to want to know how to enter bills in QuickBooks 2018. Home > QuickBooks > How to Create a Bill in QuickBooks 2018 How to Create a Bill in QuickBooks 2018
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