Monday, October 19, 2009

Enter bill payments from credit card screen

I rely quite heavily on the ability of QuickBooks to download transactions from my bank/credit card account, from which I create the transactions in QB to match.

However, one of the annoying things about the screen for matching downloaded statements with your credit card transactions is that you cannot pay a bill directly from it.

Instead, you have to exit the screen, find the bill in the "Pay for Bills" screen, mark it as paid with a credit card, and then go back to the Credit Card screen to see that it matched up.

For bank accounts, this is not an issue, as when you come across a payment, you can select from two radio buttons, one of which is, "pay for a previously created bill". I'm not sure why you couldn't have this same option for credit card transactions. We pay most of our bills with credit cards.

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