In our previous lesson on how to do online bill payment in QuickBooks, we took a look at the centralized inbox feature of Bill.com. As mentioned, you can fax, scan, e-mail or upload your documents directly there.
Now, the question is - how do you handle the information that shows up in the inbox?
That's easy - just go to the inbox, select "Create a New Bill" and the following window opens (double-click the image for a larger view):
As you can see in the right hand side of the window, you simply record the same details as you normally would in QuickBooks. Any of the fields with a drop down arrow has information already loaded from your QuickBooks file for easy selection. If you need to add new information (i.e. new vendor), not a problem. That information automatically syncs to your QuickBooks too.
Once entered, click the Save button and your bill is now in the queue to be selected for payment. We'll cover that in the next installment of my Bill.com tutorials.
LESS CLICKS. MORE SAVINGS.
Remember, the main reason of using Bill.com in your business is to bring a new level of efficiency and savings to the bill paying and accounts-payable process.
GET A FREE TRIAL TO SEE FOR YOURSELF
It is easy to see just how Bill.com works. Get a free trial today - no credit card is required. I am using it in my business, and I hope you find it valuable for yours.
- Quick video to learn about how Bill.com works
- Simplifying Accounts Payable in QuickBooks - Using the Bill.com Inbox