I'm correcting some work performed a few months back. I've found a few checks were written and not applied to bills. Is there any way to go back after the checks have been cleared and apply the checks to the bills (the checks were originally charged to an expense)?
If the checks were written directly to an expense account vs paying the bill thru "Pay "Bills" option, you cannot apply the check to the bill. In this case, it is probably better to delete the bills since the payments have been expensed & the account reconciled.
This is pretty simple to fix.
Edit the check that was used to pay the vendor. Change the account to accounts payable and put the name of the vendor in the customer:job column, then saved and close the transaction.
Go to pay bills and select the bill that should have been paid. Then click on set credits and apply the credit to the bill, then click pay selected bills and you're done.
huge thank you. that really helped. you would think intuit would be more, well, intuitive...
Just change the posting account to Accounts Payable, and then go into Pay Bills and you'll find that credits exist - merely apply the credits to the right bill. It's easy (and people do this all the time) but it's better to remember to use the Pay Bills function instead of the Write Checks function.
I had the same issue..."pick a vendor." I chose another vendor and saved it. I then went back and changed it to the correct vendor, went to pay bills and was able to set credits.
Tahnks, guys!
Dantelayton - Thank you for the quick and simple solution!
