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I forgot to include a vendor credit to a check I haven't printed how do I include this credit before I print check?

 
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QuickBooks Team

I forgot to include a vendor credit to a check I haven't printed how do I include this credit before I print check?

Welcome to the Community, maricela!

 

I can give you an overview about how QuickBooks handles vendor credit and guide you through recording the transaction.

 

A check is used to record expenses that are paid right-away or have already been paid. Thus, there isn't an option to apply a vendor credit to it. 

 

Instead, you would need a bill to associate the credit. Then, process the check through a Bill Payment type of transaction. Since you've already created one, you can delete and recreate the entry (make sure to note the details prior to deleting). 

 

To create a bill:

  1. Go to the Plus icon, then Bill.
  2. Choose the name of the supplier from the Choose a vendor field.
  3. Enter the necessary details. 
  4. Click Save and Close (see screenshot 1).

To create a vendor credit:

  1. Go back to the Plus icon, then Vendor Credit.
  2. Choose the name of the supplier from the Choose a vendor field.
  3. Enter the necessary details. 
  4. Click Save and Close (see screenshot 2).

To pay the bill through a check:

  1. Go to Expenses in the left navigation panel, then Vendor
  2. Locate and click the vendor's name. 
  3. In the Transaction List section, look for the bill you've created (see screenshot 3).
  4. Click the Make payment link.
  5. Verify that both the Bill (Outstanding Transactions) and Vendor Credit (Credits) have check marks. 
  6. Click Save and Close (see screenshot 4).

For more references, here are articles to help you out:

You can now print the bill check payment with the vendor credit deducted from it in QuickBooks Online. 

 

Please know that your success is our success, maricela! If you have questions in the future, feel free to leave me a message below. I'll be around, anytime!

 

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