Overview: Money Out Tasks
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Overview: Money Out Tasks

This video shows you how to record expenses you pay, checks you write and bills you pay in QuickBooks. Click on a task below or watch the video above to learn how to do it in QuickBooks.

Read step-by-step instructions

1.

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.

2.

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.

3.

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.

4.

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.