Question On Downloading of AMX Statement Into Quickbooks As A Bill

When entering my AMX statement manually into Quickbooks? ?Enter Bills? module, all categories are either picked or defined fresh for each charge. Then when we go to ?Pay Bills?, we pay this bill (or part of it,) and all charges (categories,) are accounted for.

When recording a purchase and payment at the same time (which is what you are doing) you shoud go directly to the payment screens. You should enter bills only when payment will be at a latter date.

Have recently started to download the statements to automatically enter them into QBK?s. However, the entering process does not seem to produce a bill statement which requires payment. What am I doing wrong? The results do not appear the same

You were recording the transaction wrong manually, the program is doing it correctly by bypassing the enter bill phase.

Appreciate any thoughts you might interject to assist?

Jim B

You should reconcile the credit card acct (just like a bank rec). When you click reconcile now, it will ask you how you want to pay it-- write a check now or enter it as a bill (so you can pay bills later). Try it & you'll see it works fine!

Michelle L. Long, CPA, MBA Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business