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Level 2

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

 
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Best answer February 27, 2020

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Highlighted
Level 2

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

Figured it out on my own. For anyone else having similar issues, check this thread at the bottom.

 

https://quickbooks.intuit.com/learn-support/en-ca/other-questions/supplier-over-payment-supplier-cre...

View solution in original post

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QuickBooks Team

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

Hi there, 

 

QuickBooks Online makes it easy to match transactions and I'll be happy to show you how. 

 

Based on what you've described, I recommend searching for a match since you can't find one. Here's how: 

  1. On the Banking page, click to open the deposit transaction.
  2. Click Find match.
  3. Change the dates to find the refund.
  4. Choose the supplier refund, then click Save.

For more info on this, check out this helpful article from our Community: How do I handle supplier credits and refunds?

 

In case you have other questions, feel free to contact our support team using this link here.

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Level 2

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

Sadly doesn't work. 

 

The refund I received actually consists of two transactions combined. One bill payment and one supplier credit.

 

So for example, I received a refund of $20 to my CC. This consists of a bill payment for $10 and a supplier credit for $30. When I go under supplier bills and pay the $10 bill, I still have an outstanding $20 supplier credit but it's not matching to the transaction under banking.

 

I've attempted to manually match it as you recommended, but it doesn't find any transactions.

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QuickBooks Team

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

At this point, I recommend contacting our support team so you can get the support you need with this. 

Highlighted
QuickBooks Team

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

You can contact support using this link here

Highlighted
Level 2

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

I tried, two different times and spent several hours with each call/chat. Sadly the support team didn't know either. Posting here was my last resort.

Highlighted
Level 2

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

So would that be it then? Quickbooks support doesn't know and it seems like the forums don't know either. Is it possible to escalate this somehow?

Highlighted
Level 2

Is it possible to match a supplier credit card refund to an open supplier credit in bills? I had a supplier refund direct to credit but there's no match option.

Figured it out on my own. For anyone else having similar issues, check this thread at the bottom.

 

https://quickbooks.intuit.com/learn-support/en-ca/other-questions/supplier-over-payment-supplier-cre...

View solution in original post