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Connect with and learn from others in the QuickBooks Community.
Join nowHello kristiemilan,
Let's work together to remove the credit on the customer's statement.
QuickBooks Desktop gives us the flexibility to manage our transactions. We'll only need to mark the credit as pending so it won't show on the statement.
This process allows us to save the credit memo in QuickBooks Desktop without it affecting our accounting records. Once you're ready to apply it to an invoice, you can then Mark it back to Final.
Let me walk you through marking a credit as pending:
That's it! You'll no longer see the credit in the customer statement. If you require more information about the process, don't hesitate to leave me a message below. I'm here to help!