2 invoices won't tag to 1 payment

Support
1

Please help me.
I have 2 invoices that were due and I have made one payment out of my account to pay them as I paid them wit a credit card so just needed to pay the creidt card from my acount.
I cannot match the 2 invoices to one outgoing payment., so cannot balance my account.
How do I do this?
The 2 invoices are from 2 different suppliers.

2

Mark the invoices as paid from credit card, then tag the payment you made as a transfer to the credit card.

3

Hi

Thanks for quick response

The credit card is not linked to quickfile. As it is used for all sorts of things.

4

Is it a business credit card, or a personal one?

5

Doesn’t have to be.

I use this method for mixed payment cards. Log payments from the purchase screen (I usually just do it from the Receipt Hub as I’m entering the receipts) and then you have your business balance in Quickfile without all the irrelevant personal transactions.

6

ITS BUSINESS BUT WE RUN 3 COMPANIES AND USE IT FOR ALL THREE AND THEN AT THE END OF THE MONTH i ADD UP WHAT COMPANY OWES IT WHAT AND TRANSFER IT

7

I’m really sorry
I am really new to quickfile and none of that makes sense to me.
I will need to be talked through in baby steps
Thanks

8

How do you currently enter your purchases into Quickfile? Do you upload copies of receipts/invoices at all?

9

I type them in manually

10

At the bottom of the page there is a section for logging payment. I would tick this box and mark it as paid from the credit card. Then, at the end of the month the credit card account in Quickfile will show how much that business has spent on the credit card. You can then pay that amount to the card.

So this month if you had 2 purchases of ÂŁ10 each the credit card would show a balance of -ÂŁ20 and then at some point you would pay that from your current account which would be tagged as a transfer to the credit card account, making it balance at ÂŁ0.

11

Hi Lurch

Ok thank you so much
This makes sense.
Another forum thread I was reading was on about making a dummy bank account and all sorts.
It got so confusing. This sounds fairly clear. Thank you

1 Like
12

This is essentially Lurch’s suggestion but using the existing “credit card” bank account as the dummy.

13

Thank you so much

All done and sorted. :grinning:

1 Like
14

This topic was automatically closed after 7 days. New replies are no longer allowed.