Vendor Refund - QBO Simple Start - Upgrade Required?

I understand how much you want to record the vendor refund, @KenH999.

Creating vendor credits is only available in the Essential and Plus version. If you still want to stay in Simple Start, I suggest adding a Bank Deposit to put the money back into your checking account. Let me walk you through the steps:

1. Click + New, then choose Bank Deposits.
2. In the Received From column, select the vendor who issued the check.
3. In the Account column, select the Accounts Payable account.
4. Click Save and Close.

In addition, if you're in a loop while not accepting any upgrades, you can click the X button beside the Help button on the top right. However, if you're not seeing this, you can clear your cache and cookies to remove redundant cache files and login into your QuickBooks account again.

On the other hand, the Essentials, Plus, and Advanced version has more complex features that help you handle your expenditures properly. Unlike Simple Start, we can only record basic sales and expenses. You can visit these links to learn more about the differences between each QuickBooks Online plan:

• QuickBooks Online Simple Start
• QuickBooks Plan and Pricing
• Upgrade or downgrade your QuickBooks Online subscription

On top of that, I've also included this reference helpful with the resources needed while with your expenses and vendors: Enter expenses, pay bills, write checks, and manage suppliers in QuickBooks Online.

I'd like to know how you get on after following the steps. If you have additional questions, feel free to reply to this post. I'll get back to you. Stay safe and wel

I do not have an "Accounts Payable" account in the Accounts picklist. I also ran across this problem trying to do a vendor refund on a credit card.

Do I add it as a new sub-category under "Bank & Credit Cards"?

If not, what do I do?

Thanks,

Ken

Hello KenH999,

Thanks for reaching back out to the community! Quick question, could it be a situation where the Accounts Payable Account was renamed? Usually, in the list, the Accounts Payable account is there. Another case could be that your profile is set up as a limited user, so you wouldn't be able to see the account.

Please verify if any of these situations is true. If not, I will be here, and we can approach this differently. I will be waiting for your response in the meantime. Take care for now. 

1. I am the 'primary admin'.

2. I have not renamed AP.

3. I checked the chart of accounts and found it. see attached screenshot.

So, to reiterate, AP is not in the Accounts picklist on the Bank Deposit screen. See here

Hey Ken999,

Thank you so much for providing that information, and the screenshot is extremely helpful! Could you go ahead and select that option See and add more categories for me? I just want to see if you are able to see any creditors account and if you would like, feel free to share another screenshot. 

Please keep me posted! I'm just a reply away! 

Good evening, @KenH999. 

Thanks for reaching back out to the Community. Let me point you in the right direction to get this fixed. 

Since you're still unable to see the Accounts Payable account, I recommend contacting our Customer Support Team. They'll be able to use a screen share tool to help walk you through some more instructions. Here's how: 

1. Go to the Help (?) icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter your question and tap Let's talk. 
4. Scroll down and pick to Get a callback. 

It's that simple! 

Feel free to come back and let us know the details. It's my priority that you're able to get back to running your business as soon as possible. Have a great day!

so frustrated.this should be simple.

"Go to the Help (?) "  On what page? because I have yet to find a 'contact us' link. Even searched for it. please provide a DIRECT link.

when I click on the "Help" in main menu on any page this is what I get. No "contact us" link. What am I doing wrong?

This was never solved and I have a similar issue.  I need to refund a Credit Card account so I can't make a bank deposit into the CC account.  I also tried a NEGATIVE expense and that was not allowed.  

$30 a month is a lot for a freelancer like me to manage a simple checkbook.  It shouldn't cost extra simply to add a refund.  Can you please direct me HOW to include a refund in my Credit Card log for a vendor

Thank you!

Theresa 8-)

I want to make sure this is taken care of, @Dialady.

In QuickBooks Online Simple Start, we can record the refund as a bank deposit or journal entry. To get advice on the accounting procedures, I'd recommend seeking assistance from your accountant.

Your balance adjustments due to refunds need thorough guidance. We can only guide you through the QuickBooks process. Handling your books and performing journal entry transactions is best assisted in the hands of your accountant.

To learn more about the refund process in QuickBooks, check these articles:

• Enter a credit from a vendor
• Enter a refund from a vendor

Let me know if there's anything else you need about recording a refund in QuickBooks. I'm always happy to help.

Quickbooks is seriously wrong for making customers pay $20 MORE a month just to log 1 or 2 vendor credits. Come on !!! Credits are a normal thing in businesses. Example: My business normally doesn't receive a vendor credit but the off chance it does I have to upgrade just to log it in so I can reconcile by statements. The one time I had a Credit it was for $31 and I have to pay $20 to log it. Such a rip off. The basic version should have that option.