Pay a bill

•   I want to download this payment to a vendor from my financial institution
  1. Download and accept the bill payment to this vendor into the checking, credit card, or savings account you use for this business.
  2. If necessary, in the Category field, select the account that you use to track the customer's bills.
     •   How do I display the accounts I can choose from?

       You may need to click the Transfer tab on the left to see the available accounts.

     •   What if I want to split the amount into several transactions?

       Click the Split button to open the Split Transaction dialog, and then enter a separate line for each transaction amount. Quicken adds each split item as a separate transaction in the bills account.

  3. Open the account that you use to track this customer's bills.
  4. Select the payment transaction, and then double-click the word --Form-- in the Category field.
  5. In the Outstanding Bills area, in the Pay column, select the bill you want to pay.
     •   What if I want to apply this payment to another bill?

       Click Clear Pmts, and then click the Pay column next to the bill or bills you want to select.

     •   What if I want to apply an existing credit for this vendor to this bill?

       Select Apply Existing Credits.

  6. Quicken enters the amount of the selected bill in the Amount field. Modify this amount as needed.
     •   What happens when I make a partial payment on a bill?

       Quicken applies the payment to the bill and keeps track of how much you still owe.

  7. Click Save.
     •   What happens next?
       Quicken updates the balance in your accounts payable register and in the account you chose to withdraw the payment from.
•   I want to enter this payment to a vendor manually

  Use the Payment to Vendor form to pay a bill at the time it's due. When you enter the form, Quicken updates your accounts payable register and deducts the proper amount from the bank account you use to pay the bill. You can make partial payments, if necessary; Quicken will track how much you still owe.

  You can also enter transactions directly into your accounts payable register, but when you use forms, Quicken can track more information.

  1. Open the account that you use to track this vendor's transactions.
  2. Select the bill you want to pay, and then double-click the word --Form-- in the Category field.
  3. Click Create Payment.
  4. In the Payment to Vendor form, in the Vendor list, select the vendor's name.
  5. In the Withdraw From list, select the account from which to withdraw payment.
  6. In the Outstanding Bills area, in the Pay column, select the bill you want to pay.
     •   What if I want to apply this payment to another bill?

       Click Clear Pmts, and then click the Pay column next to the bill or bills you want to select.

     •   What if I want to apply an existing credit for this vendor to this bill?

       Select Apply Existing Credits.

  7. Quicken enters the amount of the selected bill in the Amount field. Modify this amount as needed.
     •   What happens when I make a partial payment on a bill?

       Quicken applies the payment to the bill and keeps track of how much you still owe.

  8. Click Save.
     •   What happens next?
       Quicken updates the balance in your accounts payable register and in the account you chose to withdraw the payment from.

Notes

You can schedule reminders for when to record your bills in Quicken or make bill payments.

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