How do I process a supplier credit in Simple Start where there is no option to raise a credit note?

Hi Zoe, the Supplier Credit feature isn't available in Simple Start because this plan doesn't include the full Accounts Payable module. To record a refund, you can use a Bank Deposit or an Expense with a negative value instead. This ensures your categories and bank balance remain accurate.

If you've received a Cash Refund, you can utilize the Bank Deposit feature. Here's how:
 

1. Click the + Create button and select Bank Deposit.
2. Choose the bank account where the refund was deposited.
3. In the Add funds to this deposit section, you'll want to add the same supplier and expense account that were used on the original purchase, along with the amount.
4. Once done, click Save and close.

If the supplier is holding the credit to apply toward a future purchase, you can enter an Expense . Refer to this article for more details: Enter and manage expenses in QuickBooks Online.

Using the same expense category for the negative entry reduces your total expenses for that category, mimicking a credit note in higher-tier plans. Once the actual refund is deposited, you can simply match it to the negative expense or bank deposit you created.

Feel free to click the Reply button if you have other questions about QuickBooks.