Overview: Money Out Tasks

This video shows you how to record expenses you pay, cheques you write, and bills you pay in QuickBooks. Read the instructions below or watch the video above to learn how to do it in QuickBooks.

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Record a Bill

Choose Bill

Go to the Create (+) Menu and under Suppliers choose Bill.

Pay the Bill

In the Create (+) Menu, under Suppliers click Pay Bills.

This is where you can select any or all pending bills and choose to Save and Close, Save and Print, or click Create Batch Payment to pay your bills in batches.

Paying with a Cheque

Choose Cheque

To pay a bill immediately with a cheque, go up to the Create (+) Menu and under Suppliers choose Cheque.

Paying without a Cheque

Choose Expense

If you’re paying your bills with anything other than a cheque, go up to the Create (+) Menu and under Suppliers choose 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 and Credit Cards page 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 another account.

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