Bills paid with other methods

Use to keep track of all bill payments, even the ones paid without using! For example, paying a few bills by printing checks through the accounting system. Maybe some bills were paid by credit card or by a handwritten check.

Record an offline payment

  1. Click Bills in the left navigation pane
  2. Check the box for the invoice number to be marked as paid
    • check the box for several invoice numbers to mark as paid in bulk
  3. Click Mark as paid
  4. Enter offline payment details
    • Payment Amount: By default, the full amount is pre-populated
    • Payment Date: Select the date the payment was made
    • Chart of Account:
      • This field will auto-fill with the account designated in sync preferences field "Default Checking Account in Accounting Software." Edit as necessary.
        • The only options available will be bank type or credit card type accounts
    • Sync: Should this payment sync to the accounting software to mark the same bill as paid
      • If the payment has already been manually recorded in the accounting software, uncheck this box
    • Reference Number:
      • QuickBooks Online: This field should be left blank when syncing with QuickBooks Online and paying multiple bills with one offline payment to avoid sync errors
    • Memo: This field defaults with the invoice number of the bill being paid and account number of the vendor (if applicable) after the payment is submitted
      • This may be edited as necessary, up to a character limit of 170
  5. Click Submit

If syncing with QuickBooks for Windows, QuickBooks Online, NetSuite or Intacct:

  1. Click Bills in the left navigation pane
  2. Click the invoice number to print a check for
    • Check the box for several invoice numbers to print checks in bulk
  3. Click the Printer Icon
  4. Enter payment details
    • Chart of Account is required
      • Select a Bank or Credit Card type account
    • Click the Calendar Icon to change the Process Date, which defaults to the next business day
  5. Click Print Check

Important Things to Note:

  • This feature is not available for accounts syncing with Xero.

If combined payments are enabled:

  • One payment will sync to the accounting software for multiple bills paid in one payment for the same vendor

  • The entire combined payment will attempt to sync to the accounting software for all bills paid together for the same vendor, even if the sync check box is unchecked for one or more.

  • The sync check box must be unchecked for all bills paid for the same vendor in order for the payment not to sync

  • The Ref # entered for each bill payment in will sync to the accounting software as a combined sequential list, starting with the lowest invoice number, up to the max characters of the field (varies by accounting software).

    Example: Invoices 1111, 1112, 1113 are all marked as paid in a combined payment in, with reference numbers 0123, 4567, 8910 respectively. The payment will sync to the accounting software with the combined Ref# 0123, 4567, 8910