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!