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CorinneM
Level 1

Looking for a Vendor Credit Form...

Hello - I would appreciate your assistance.  Do you have suggestions to find a vendor credit application form?  Thank you, Corinne

1 Comment
Catherine_B
QuickBooks Team

Looking for a Vendor Credit Form...

Hello there, Corinne. 

 

We're unable to retrieve a Vendor Credit Application Form, however, we can search one online and use it as an attachment when sending vendor transactions. Once the application is approved, we can record a vendor credit within QuickBooks. 

 

Let me show you how:

  1. Go to the + New button from the left menu.
  2. Select Vendor credit
  3. From there, we can enter the credit information. 
  4. Hit Save and send or Save and close

To attach a document, just scroll down to the transaction page let's say a Bill, and click the paper clip icon beside Attachments

 

I have a few article here on how we can record vendor credit and in applying them:

Feel free to get back to me if you need anything else. Take care and stay safe!

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