Good follow-up check
After saving, confirm the bill-related transaction appears in Reporting and is ready for amortization posting when appropriate.
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Support Center / Prepaid Expenses / Manage
Create a Prepaid Expense schedule for bills
Create a prepaid schedule from a bill-related transaction when the cost should amortize over time, resulting in a schedule that moves out of Identification and into prepaid tracking.
Workflow
Step 1
Open QBO. Create a bill for Prepaid Expense
Use the highlighted control to continue through the workflow.
Step 2
Fill in the bill details
Enter the required values carefully so the schedule and journal-entry details calculate correctly.
Step 3
Open Truewind and then Prepaid Expenses
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Step 4
Review the schedule
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Step 5
Truewind identified the new Prepaid Expenses Venmo in IDENTIFICATION
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Step 6
Then, it's ready to create Prepaid Schedule for Venmo. Click on CREATE
Confirm the page shows the expected result before continuing to the next step.
Step 7
Review the schedule
Enter the required values carefully so the schedule and journal-entry details calculate correctly.
Step 8
Open REPORTING
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Step 9
The Prepaid Expense schedule for Venmo ready to post to QBO
Confirm the page shows the expected result before continuing to the next step.
Step 10
Drag highlighted element
Use the highlighted control to continue through the workflow.
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