I am having trouble applying a credit a have cumulated with a vendor for a bill. When I took over the quickbooks file, I see for a specific vendor we have overpaid some bills therefore, we have a credit on vendor file.
Now I want to add these multiple credit to new bills.
Anyone can help me with this ?
Solved! Go to Solution.
In your Pay Bills screen, you select One Bill, then apply credits. Then, select the Other Bill and apply credits. Let QB "use" as many credits as needed to pay off any one bill. Then move on to the next bill.
I'm currently using QB Desktop Pro 2019. The issue am having with the vendors credit is that not every purchase has a credit with the same amount to be matched to.
I enter the bills and the credits from the Vendor Center. On July Statement, I have a credit for a part we purchased on June.
Paid June statement, now July statement reflects a credit from the purchase back in June.
I thought I could pick all the purchases for the moth am paying for and then minus all the available credit
I’ll be happy to provide the relevant steps for QuickBooks Online. If you have supplier credits that you wish to use for paying bills, do as follows:
Check this community article for more details on how to handle supplier credits and refunds.
Let me know if you have any other questions.
I have tried several times to click invoices to pay and apply credits to match, but every time I have cleared invoices with all credit, click save and close the credit and invoices I cleared are still showing on my payables list.
Thanks for specifying that you're using QuickBooks Desktop. If trying each of the steps for QuickBooks Desktop above isn't working, I recommend getting in touch with support so someone can take a closer look with you. With tools like a screen share session, an agent will be able to see exactly what steps you're taking and guide you in the process. Here's how to get in touch.
Call 1-877-772-9158. You can learn more about support hours and policies here: Intuit QuickBooks Desktop software support policies
Don't worry, we'll help you get back on track!
I'm on Enterprise Desktop and am stumped about how to apply the credit to an open invoice without paying the remainder of the invoice right now. I have the credit memo already entered, and I see in the Pay Bills section that the credit is there ready for me to apply. When I select Set Credits, the Amount To Pay shows up and it does not allow me to change the amount to pay. If I click Done, it automatically creates the check to be paid in the full amount due and enters it. How can I apply the credits before the bill is actually due?
Hi venom. Thanks for reaching out to the Community. I want to make sure you get the support you need with this. I recommend contacting our support team for further assistance. One of our specialists will be happy to share your screen and help. Here are the contact details.
Hi SM6055. I appreciate you chiming in on this post. It's vital you get the help you need with this and I'll be glad to steer you towards the right path. To get started, could you walk me through what steps you've followed so far on your end. Knowing this ensures we're both on the same page. Feel free to ask questions.