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How can I enter a credit note (to credit a customer for a damaged / faulty item) without it affecting our inventory? The item has already gone and is not coming back.

 
3 Comments
QuickBooks Team

Re: How can I enter a credit note (to credit a customer for a damaged / faulty item) without it a...

We want your reports to be accurate, brittany-bertsch. 

 

While we're unable to create an adjustment note without affecting the inventory, you can use the inventory adjustment option. It's where you can manually adjust an item's quantity without creating a sale. 

 

Here are the steps:

  1. Click the Plus icon (+) located in the upper right-hand corner.
  2. Under Customers, select Adjustment Note.
  3. Fill out all required fields (including the customer name, date, products/service items, quantities and amounts).
  4. Click Save and close.

Then, go to the Products/Services page and adjust the inventory:

  1. Click the Gear icon beside the Magnifying glass icon.
  2. Under Lists, click Products and Services.
  3. Find the inventory item and under the Action column, click the drop-down arrow next to Edit.
  4. Choose Adjust Quantity.
  5. In the Inventory Quantity Adjustment window, enter the New Qty.
  6. Click Save or Save and Close.

You can also find more details about the inventory and adjustment notes in these articles:

If you have any additional questions or other concerns about QuickBooks, please let us know. Thanks.

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Re: How can I enter a credit note (to credit a customer for a damaged / faulty item) without it a...

@RenjolynC 

NO, you do not do an inventory adjustment

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Re: How can I enter a credit note (to credit a customer for a damaged / faulty item) without it affecting our inventory? The item has already gone and is not coming back.

@brittany-bertsch 

 

Create a non inventory item, damaged or something, link it to the sales income discount account

 

Use that item on a credit memo for the customer.