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Level 2

Quickbook Simple Start & Credit Notes

Good morning,


New to quickbooks and starting to get the process(es)...........


Went for Simple Start as looked like that was basically enough for what I needed but.......


Supplier Credit notes - I have Supplier credits notes for returned goods and need to allocate against invoices to show correct figure for payment made.


Simple start does not allow credit notes, I have now realised, and have read there is a way to apply these credits against original expense but tbh struggling to work out how to apply. 


Am I just better off upgrading to essentials? With essentials understand I can enter received invoices as bills and set these to be paid automatically at set date?


Any all advice accepted and appreciated


Cheers Nick

QuickBooks Team

Quickbook Simple Start & Credit Notes

Good day, @Imp_star.


Yes, you're right QuickBooks Online Simple Start doesn't have to create supplier credit in the program. 


Can you share with me the steps you've read about applying credit notes in QBO Simple Start? 

If you're not sure about this process, I'd suggest upgrading your subscription. That way, you can properly track your transactions in QuickBooks. Here's how:


  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to Settings ⚙ and select Account and settings.
  3. Click the Billing & Subscription tab.
  4. Make sure your payment info is up-to-date.
  5. In the QuickBooks Online section, select Upgrade your plan.
  6. Review the available plans and then select Choose plan.
  7. Follow the on-screen steps to upgrade your plan.


Once done, you can follow the steps in this article on how to record a supplier's credit and apply it to bills: Record a customer refund or supplier refund in QBO.


Moreover, you can check out the available pricing plans to see which subscription level is right for you.


Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.

Level 2

Quickbook Simple Start & Credit Notes

Thanks @ReymondO 


The process involved raising a part payment in the bank against the original expense thus reducing the invoice total but as per original message this did not make much sense to me! Smiley Wink


I think the safest and best option going forward is to upgrade to essentials although must admit think the lack of credit note use on simple start needs to be highlighted as have found many posts stating this that users were not aware this option was not available.


Sure i'll be back with more queries and questions soon


Cheers muchly Nick

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