Overview: Money Out Tasks
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Read step-by-step instructions
Record a Bill
Choose Bill
Go to the Plus Sign Menu and under Vendors choose Bill.
Pay the Bill
In the Plus Sign Menu, under Vendors click Pay Bills.
This is where you can select any or all pending bills and choose to Pay Bills or Pay and Print.
Paying with a Check
Choose Check
To pay a bill immediately with a check, go up to the Plus Sign Menu and under Vendors choose Check.
Paying without a Check
Choose Expense
If you’re paying your bills with anything other than a check, go up to the Plus Sign Menu and under Vendorschoose Expense.
Connecting Your Bank and Credit Card Accounts
Choose Banking
This will enable your expenses to be downloaded automatically. Go to the Transactions tab in the Navigation Bar and then select Banking from the drop down menu. This will take you to the Bank & Credit Cards window where you’ll see the Add Account tab on the right hand side.
A slightly faster way to get here is by just going up to Bank Accounts on the Homepage and clicking the button labeled Connect an Account.