Correcting payment method error

The easiest way is to pull up the check from the register: find the entry and select Edit>>Delete Bill/Pmt-Check. You can also accomplish this by using the keyboard short cut Ctrl-D while your curser is in the registry entry. Now you can go to Pay Bills, select the invoices but specify that the payment account is the credit card (liability acct).

Double-click the check and choose Void from the Edit menu. Your bill will remain intact and placed back into accounts payable while the check/payment is voided.

-- Tara

OK, thanks to all. Both ways work. I like QB but it's not as easy or intuitive to correct errors as it was when I was using Mickeysoft for Business. QB seems to assume no one makes errors because I go through hell trying to correct mistakes. It keeps me on my toes when making the original entries because it's important that they be correct the first time around. With Mickeysoft, I could just click on a transaction and edit it without fear of changing things that I didn't want to change. Clicking on something within QB has far reaching effects which always seem to go beyond what I want to do. It's definitely not an easy program to learn but it does have many useful features if one can eventually master the software.

Bob

Heh! You think THIS is tough, try a real double-entry, classic, system.

There are still accountants who hold that QB does not conform to generally-accepted accounting standards. Well, of course it doesn't, but that's the fault of the 'standards,' not QB.

Agreed. Deleting or voiding the check in not intutitve. Lets hope future versions of QB will have a clown pop out of the screen, bonk you on the head with a mallet and ask you what you to do.

QB seems to assume no one makes errors because I go through hell

Actually Intuit is on a mission to have QuickBooks for Accountants become the defacto standard for write-up work in public accounting The ability to delete transactions is a requirement for such an environment. As more firms adopt QB as their write-up software we will hear less complaints.

Not that anyone asked

Deleting a bill payment check will NEVER delete a bill. I'm not sure exactly what happened in your case. Was the bill entered using the Enter Bills screen? Or was it possible that you used the Write Checks window in order to enter the expense(s) and assign it to a specific vendor?

Select the bill payment and either delete or void it. You should get a warning from QB to the effect that the bill will no longer be 'paid'. The bill itself will remain unchanged. (If it didn't, you would have heard a large outcry before this).

Back when I was in school I dealt with the classic system for two years and knew it well, but that was many years ago. Mastering software is not the same as mastering accounting. With software one has to wonder what the programmer was thinking and figure out his or her intent. In accounting there are fixed rules which can be easier to learn sometimes than software.

Bob

I couldn't find anything under bill payment so I deleted the check from the check register. The bill was originally entered by clicking on Receive Bill with Merchandise and subsequently paying the bill from the Bill Payment icon on the home page. Deleting the check did indeed delete the bill and all of the merchandise from inventory. I've never been able to bring up a bill or a payment once it has been paid except to view the payment from the check register. There must be a way to view a previous bill from a supplier but I've yet to find it. I save all my paper invoices and use those when I have a question on whether or not bills were paid and when, and what merchandise arrived with the invoice. I'm not real comfortable yet with QB and many transactions are still a matter of trial and error, but it is getting better. I just got their ad for QB 2007. This is like Mickeysoft. As soon as you learn one system they want me to buy an improved version so I can spend another year learning how to use it. No way. In two years I'll know this version inside out so I'm sticking with 2006 for a long time to come.

Bob

To view all your bills, simply go to the vendor center and select the vendor in question. A complete list of all bills entered and of all payments and credits is right there.

Or until your version is sunset (provided you use any 'services' such as payroll).