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Post Info TOPIC: Does QuickBooks do bank payments and bank receipts?


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Does QuickBooks do bank payments and bank receipts?
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Hi all. Can someone just confirm that I'm not going mad and that to enter what Sage would call and Bank Payment/Receipt (ie, a payment or receipt that does not apply to a Sales Invoice or Purchase Invoice, e.g. a payment for car tax) that in QuickBooks--well, that you can't? Am I correct in thinking you have to enter a Purchase Invoice and then pay it off please?

Thank you.

Anni



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Anni Potts


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Hi Anni,

No you can just do a receipt/payment very similar to SAGE.

Go to the Banking menu across the top of the toolbar click on it and the top option should say 'WRITE CHEQs', open this window and fill out the supplier ie road tax DVLA, put amount and date and then put the account its posted to, and click and SAVE. Make sure the little box undedr the cheq is NOT 'ticked' as you don't want to print the cheques unless you actually have their cheques that you print out and sign the same as a bank cheq. I don't have any of their stationery as you don't need it. This will then allocate a payment to the DVLA wouthout posting a suppliers invoice first, and lets face it when you have loads of Fuel receipts you don't want to put them in supplier and then pay them the quick and easy way is to do the payment straight from the banking menu.

Receipts ie if you get a refund form the VAT man then you go to 'MAKE DEPOSITs; and this opens up a window and you can deposit money straight into the QB bank account without the need for a credit on the supplier etc.

Its really easy to use and I actually find it more user friendly than Sage, some on here will disagree with that, I suppose its what you are use to.

Anymore probs give us a shout back, I shan't be on here much today but will be on again later tonight probably.

HTH

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Amanda



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That's lovely, thank you.
I'm back at that Client on Thursday so should be able to really crack on now.
Thank you.

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Anni Potts
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