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dvscomponents
Level 1

Can I post a credit note from a supplier without it being taken from the account balance straight away? I usually take it into account when I pay the monthly balance.

 
Solved
Best answer June 03, 2019

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GeorgiaC
QuickBooks Team

Can I post a credit note from a supplier without it being taken from the account balance straight away? I usually take it into account when I pay the monthly balance.

Hi dvscomponents,

 

 

The credit will impact the balance of the suppliers account as soon as you post it, regardless of the date of the transaction.

 

As a workaround you could create a dummy supplier and post the credits against this account, and then edit the supplier credit (change supplier name on drop-down) when you come to pay the balance. You can also stop credits automatically applying to open bills by turning off the setting in the accounts and settings > advanced > automation. 

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1 REPLY 1
GeorgiaC
QuickBooks Team

Can I post a credit note from a supplier without it being taken from the account balance straight away? I usually take it into account when I pay the monthly balance.

Hi dvscomponents,

 

 

The credit will impact the balance of the suppliers account as soon as you post it, regardless of the date of the transaction.

 

As a workaround you could create a dummy supplier and post the credits against this account, and then edit the supplier credit (change supplier name on drop-down) when you come to pay the balance. You can also stop credits automatically applying to open bills by turning off the setting in the accounts and settings > advanced > automation. 

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