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bennettleifer2
Level 1

I just entered & applied a credit memo in QB online. Where can I view this transaction.

 
2 Comments
ATOZBOOKS
Level 3

I just entered & applied a credit memo in QB online. Where can I view this transaction.

Depends on what you need to view it for.

- You can pull up a statement if you are sending it out as a report to someone.

- You can view it in the Journal or Audit Report.

 

-Lubov Bogopolskaya

[removed by moderator]

JasroV
QuickBooks Team

I just entered & applied a credit memo in QB online. Where can I view this transaction.

Hi there, @bennettleifer2.

 

In addition to ATOZBOOKS, you can also go to your customer detail page and view the credit memo from there. Here's how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Choose the customer you'd like to view the credit memo from the list.
  4. Click the Credit Memo from the Transaction List.

I'm also adding this article for additional details on using a credit memo in QBO: Enter and apply credit memos and delayed credits in QuickBooks Online.

 

You can also check this helpful article for reference in case you want to learn how to link a deposit to an invoice.

 

Know that our door is always open whenever you need help managing your QBO account. The Community is always here for you. Have a great day!

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