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How to run a report for unused credits for vendors

 
1 Comment
QuickBooks Team

Re: How to run a report for unused credits for vendors

Good morning, @Stephanie_Phillips,

 

 

Let's pull up the Transaction List by Vendor and customize the report to see your vendor's unused credits.

 

Here are the steps you'll need to follow to accomplish this:

  1. From the Reports menu, select Vendors & Payables.
  2. Choose Transaction List by Vendor.
  3. Click Customize Report.
  4. Go to the Filters tab.
  5. Search Transaction Type, then select Bill Creditvendorcredit.PNG
  6. Search Paid Status, then select Openvendorcredit1.PNG
  7. On the Display tab, select Open Balance, then click OKvendorcredit2.PNG
  8. Click OK to save changes.

Should you need anything else with your vendor's credit, please let me know. I'm always around whenever you need help.