nesecito orientacion enlos gastos y fotos de recibos

Cuando le tomas fotos al recibo te dice que como quieres pagar la factura de la foto que tomaste, escojo opción de cheque y cuando voy entonces a la desktop a buscarlo el recibo me aparece como cheque y  no como un factura de gastos.  Deseo orientación de como hacerlo y como pagar con esa imagen. Gracias

Answer

Hola, syliergonz,

Cambiemos los detalles de la categoría de cheques a Cuentas por pagar para que pueda convertirlos en pagos.

No puede crear una factura en su aplicación móvil, de modo que cuando los datos llegan a QBO, se crean como gastos de cheque. Si ya creó una factura en QBO, deberá cambiar los detalles de Cetegory del cheque a Cuentas por pagar. Así es cómo:

  1. Vaya a Gastos, luego seleccione Proveedores.
  2. Elija el nombre del vendedor.
  3. Localice y haga clic en el cheque que desea editar.
  4. En la sección de detalles de la categoría, cambie la cuenta a Cuentas por pagar.
  5. Asegúrese de que la cantidad coincida.
  6. Agregue la factura al cheque haciendo clic en Agregar hipervínculo.

Una vez completado, el cheque ahora se convierte en pago.

No se puede usar el recibo ilustrado para pagar. Servirá como una documentación que se puede guardar en los Adjuntos.

  1. Vaya al ícono del engranaje, luego seleccione Adjuntos.
  2. Seleccione el ícono Clip o Adjunto.
  3. Localice el archivo, seleccione Abrir.
  4. Haga clic en Aceptar o Guardar una vez hecho.

Eso te mantendrá en movimiento, Syliergonz. Al realizar los pasos anteriores, podrá registrar el pago que realizó con su aplicación.

Para mayor referencia, puede consultar este artículo: Apply a Credit From an Overpayment.

Por favor, avíseme si tiene más inquietudes sobre la grabación de pagos en QuickBooks. Siempre estoy cerca cuando necesites más ayuda.

Descargo de responsabilidad: tenga en cuenta que esta publicación está originalmente escrita en inglés. He traducido esto en español usando nuestro traductor de google.

Hello there, syliergonz,

Let's change the check category details to Accounts Payable so you can convert it to payments.

You can't create a bill in your mobile app so when the data reaches QBO, it's created as a check expense. If you've already created a bill in QBO, you'll need to change the check's Cetegory details to Accounts Payable. Here's how:

  1. Go to Expenses, then select Vendors.
  2. Choose the vendor's name.
  3. Locate and click the check you wanted to edit.
  4. On the Category details section, change the account to Accounts Payable.
  5. Make sure that the amount matches.
  6. Add the bill to the check by clicking the Add hyperlink.

Once completed, the check is now converted to payment. 

You can't use the pictured receipt to pay. It'll serve as a documentation that can be saved in the Attachments

  1. Go to the Gear icon, then select Attachments.
  2. Select the Clip or Attachment icon.
  3. Locate the file, the select Open.
  4. Click OK or Save once done.

That'll keep you going, syliergonz. by performing the steps above, you'll be able to record the payment you've made using your app.

For further reference, you can check out this article: Apply a Credit From an Overpayment.

Please let me know if you have further concerns about recording payments in QuickBooks. I'm always around whenever you need further assistance.

Disclaimer: Please note that this post is originally written in English. I've translated this in Spanish using our google translator. 

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