While the Pay Bills page in QuickBooks Online doesn't have a discount date filter, you are able tonarrow the list of bills by due date, one specific vendor, location, and overdue status.Filtering the bills you're payingSelect Create (+), then Pay Bills.Choose your Payment account.Set the Payment date.Select Filter to narrow the list, then choose from: Date, to filter by due date; Payee, to show just one vendor; Location, if you use locations; and Overdue status only, to see just the bills already past their due date.Select Apply.Select the box next to each bill you want to pay, then Save, or Save and print if you're printing checks.Since discount date isn't one of the available filters, track early-payment discount timing directly on each bill instead, for example by checking its terms before you pay it. You can also submit feedback regarding the usefulness of having discount date as a filter option by following the steps below.Go toSettingsand selectFeedback.Enter your comments or product suggestions. Then selectNextto submit feedback.Have more questions about paying bills or setting up terms in QuickBooks Online? Let us know how we can help.

Thanks for posting your concern here in the Community, @XORCO6472. To begin with, I would like to clarify if what you mean by the discount date is a filter on the Pay Bills page. If that’s the case, please know that you cannot filter by discount dates in this window in QuickBooks Online (QBO), as it only allows you to filter by Due Date. On the other hand, if you mean the discount date related to Vendor credits, you can access those, but not directly from the Pay Bills page. Instead, you'll want to open the bill itself. Here’s how: Navigate to Expenses, then select Bills.Choose Unpaid and open the specific bill transaction you'd like to apply the vendor credit to.Click the Mark as paid button and scroll down to the Credits section.There, you'll see a list of vendor credits that can be applied. Select Filter.Provide your specific date range, then hit Apply once done. However, if you meant something else regarding the discount date, please feel free to share more details. A screenshot would also help us provide a more accurate solution.You can read this article for more information: Enter and manage bills and bill payments in QuickBooks Online. To learn how to run the Vendor Balance Detail report to track your vendor transactions, kindly check out this article: Run reports in QuickBooks Online. You can always return here if you have further questions about handling expenses, vendor bills, credits, and other QuickBooks-related concerns. We're here to help you. Take care.

Solved

Can you filter or sort bills by discount date on the Pay Bills page in QuickBooks Online?

Forum|Forum|1 year ago
October 23, 2024
2 replies
42 views

No text available

QuickBooks Online

Best answer by katelynner

While the Pay Bills page in QuickBooks Online doesn't have a discount date filter, you are able to narrow the list of bills by due date, one specific vendor, location, and overdue status.

Filtering the bills you're paying

Select Create (+), then Pay Bills.
Choose your Payment account.
Set the Payment date.
Select Filter to narrow the list, then choose from: Date, to filter by due date; Payee, to show just one vendor; Location, if you use locations; and Overdue status only, to see just the bills already past their due date.
Select Apply.
Select the box next to each bill you want to pay, then Save, or Save and print if you're printing checks.

Since discount date isn't one of the available filters, track early-payment discount timing directly on each bill instead, for example by checking its terms before you pay it. You can also submit feedback regarding the usefulness of having discount date as a filter option by following the steps below.

Go to Settings and select Feedback.
Enter your comments or product suggestions. Then select Next to submit feedback.

Have more questions about paying bills or setting up terms in QuickBooks Online? Let us know how we can help.

J

Jelayca V

QuickBooks Team

Thanks for posting your concern here in the Community, @XORCO6472.

To begin with, I would like to clarify if what you mean by the discount date is a filter on the Pay Bills page. If that’s the case, please know that you cannot filter by discount dates in this window in QuickBooks Online (QBO), as it only allows you to filter by Due Date.

On the other hand, if you mean the discount date related to Vendor credits, you can access those, but not directly from the Pay Bills page. Instead, you'll want to open the bill itself. Here’s how:

Navigate to Expenses, then select Bills.
Choose Unpaid and open the specific bill transaction you'd like to apply the vendor credit to.
Click the Mark as paid button and scroll down to the Credits section.
There, you'll see a list of vendor credits that can be applied. Select Filter.
Provide your specific date range, then hit Apply once done.

However, if you meant something else regarding the discount date, please feel free to share more details. A screenshot would also help us provide a more accurate solution.

You can read this article for more information: Enter and manage bills and bill payments in QuickBooks Online.

To learn how to run the Vendor Balance Detail report to track your vendor transactions, kindly check out this article: Run reports in QuickBooks Online.

You can always return here if you have further questions about handling expenses, vendor bills, credits, and other QuickBooks-related concerns. We're here to help you. Take care.

katelynner

Answer

Community Manager

While the Pay Bills page in QuickBooks Online doesn't have a discount date filter, you are able to narrow the list of bills by due date, one specific vendor, location, and overdue status.

Filtering the bills you're paying

Select Create (+), then Pay Bills.
Choose your Payment account.
Set the Payment date.
Select Filter to narrow the list, then choose from: Date, to filter by due date; Payee, to show just one vendor; Location, if you use locations; and Overdue status only, to see just the bills already past their due date.
Select Apply.
Select the box next to each bill you want to pay, then Save, or Save and print if you're printing checks.

Since discount date isn't one of the available filters, track early-payment discount timing directly on each bill instead, for example by checking its terms before you pay it. You can also submit feedback regarding the usefulness of having discount date as a filter option by following the steps below.

Go to Settings and select Feedback.
Enter your comments or product suggestions. Then select Next to submit feedback.

Have more questions about paying bills or setting up terms in QuickBooks Online? Let us know how we can help.

Sign up

Login with SSO

Let's get you signed in

Login with SSO