Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I need my purchaser who is assigned the purchaser roll to be able to input vendor credit memos. How do I give them the access to do it? The roll will not let me add it, nor can I create a roll identical to the purchaser roll and add vendor credit memo entry. Please help!
Hello there, PinkyK.
I'm here to help add your purchaser as one of the standard users so they can add a credit memo. This type of users can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions. Let me guide you with these steps:
Feel free to also review these helpful articles on how to manage bills, credits, and payments in QuickBooks.
Let us know if there's anything we can help with further about this matter or QuickBooks in general.
That's not exactly what I need. I have a user assigned already with the Purchaser roll. She has access to everything she needs and nothing more... except... I need her to enter in vendor credits and this Purchaser roll does not allow her to. How can I add this option for her to add vendor credits as well?
Thanks for getting back in here, @PinkyK. Let me provide some information about managing your user in QuickBooks.
I can see that having the option to allow a purchaser user to input a vendor credit is crucial for your business. Currently, the purchaser user role doesn't have the access to create or enter vendor credits in QuickBoosks Online.
You can check out this article to learn more about the things a purchaser role can and can't do in your QBO account: Add and manage custom roles in QuickBooks Online Advanced.
I've also attached some articles you can refer to for your future guidance and detailed steps in entering vendor credits: Enter vendor credits and refunds in QuickBooks Online.
Feel free to leave a comment below if you have any other questions about entering vendor credits in QuickBooks . I'm always here to help. Wishing you and your business continued success.
Ask your staff to prepare the vendor credit data with the following template
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | ######### | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25.1 | |||||||||||||||||||
101 | Staples | ######### | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50.25 | |||||||||||||||||||
101 | Staples | ######### | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Furnitue | New Chairs | 300.18 | |||||||||||||||||||
185 | Green's Taxi Service | ######### | 1 Main Street | San Diego | CA | 12345 | Transportation | 125.13 | ||||||||||||||||||||||
201 | Federal Express | ######### | PO Box 1800 | Dallas | TX | 23456 | Delivery Charges | tracking number PR7 1HX | 25.15 |
then you or another staff with the Admin role will use an importer tool to proceed
https://get.transactionpro.com/qbo
This does not solve my question, but it is important information to know. Thank you.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here