Adding a bill to Pay Bills

  • Updated

 

Pay Bills makes it easy to add bills and schedule payments. There are multiple ways to add a bill, so you have the flexibility to choose what works best for you. 

 

Before you can choose how to add a bill, follow these steps: 

  1. Go to the Bills tab, under Pay.
  2. Click Add bill.

Dashboard.jpg

3. Choose how you want to add a bill.

Add a bill manually

1. Select Enter bill details manually.

Enter bills manually.jpg

 

2. Enter the bill details including your vendor’s name and bill amount. 

3. To make this a recurring payment, choose the frequency (monthly or weekly), the number of payments, and the day you'd like it to go out.


Tip: It’s a good idea to leave yourself a note advising what this is for.

Bill details.jpg

 

4. Click Continue to pay the bill immediately, or click Save and schedule later to keep the bill for future payment.

 

Upload a bill

1. Select Upload a bill.

Upload a bill.jpg

 

2. Choose a file (PDF or JPG) from your device.

3. Review the details and add or edit any of the information.

upload invoice.jpg

 

4. Click Continue to pay the bill immediately, or click Save and schedule later to keep the bill for future payment. 

 

Connect to QuickBooks Online

1. When adding a bill, select Sync with QuickBooks Online.

Add with Quickbooks.jpg

 

2. Sign in to your Intuit account.

sync_with_quickbooks.png

 

3. Once connected, bills from your QuickBooks account will appear in Pay Bills.

4. You can find them by clicking the Bills tab.  

Bills .jpg

Now that you’ve added your bills, you’re ready to pay them.

 

Finding your bills

From the Bills tab, view all your added bills including bills to review and unpaid bills.

Bills tab.jpg

 

To view bills you already scheduled or paid, go to the Payments tab.

Payments tab.jpg

 

NOTE: Need to pay but don't have a bill?

We recommend you add a bill for easy reconciliation. But, if you need to make a payment and don't have the bill details, there's an option to pay without a bill.

 

One more thing: Get invoices automatically sent to your Bills inbox.   

You can also use your unique invoice-to-email address. Bills sent to this inbox will automatically appear in the Bills tab, where you can easily review and approve them.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request