Vendor credit memo

Thanks for sharing the details with me, @BDalzell.

I can guide you on how to apply a credit when paying your bills.

Applying credits to a bill through Bill pay is currently not available in QuickBooks Desktop (QBDT). You can only apply a credit to the bill inside the software.

With this, I recommend reaching out to the Bill pay support team. There, they’ll be able to share with you some insights and workaround about applying credits using Bill pay.

Nevertheless, here’s how you to apply a credit to a bill in QBDT:

1. Go to the Vendors menu.
2. Select on Pay Bills.
3. Choose the bill that you wish to be paid.
4. Click the Set Credits button at the bottom to apply credits.
5. Select the credits you want to apply to the bill and click Done.
6. Once done, click on Pay Selected Bills.

You can also read this article to learn more about paying bills in QBDT: Pay bills in QuickBooks Desktop.

In case you accidentally apply a credit to the wrong bill, you can check out this article that can guide you on how to handle the situation: Remove or unapply a credit from an invoice or bill.

Let me know if you have other questions managing your bills in QuickBooks. I’ll be around ready to help you anytime. Have a good one!

Hi thank you for your response.  The problem is that the credits are not showing up, so I cannot select "set credits".  However if I go to the vendor list I can see the credit are sitting there to apply.  

Hi Jason, 

Thanks for the reply.  The problem that I am having is that the credits are not showing up through bill pay and so I cannot select "set credits".  However, when I go to the vendor I can see the credits entered and ready to apply.  I am not sure where it is getting lost in the background that I cannot "set credit" when paying invoices.

Let's make sure that we'll be able to fix your credit in QuickBooks, BDalzell.

Make sure that QuickBooks Desktop is updated to the latest release to prevent any errors that you may encounter.

Once, done, use the verify and rebuild tool to resolve any data issues in your company file. This tool is a very effective way that all your QuickBooks-related problems and glitches will be sorted out such as when you're losing important transactions data. 

However, if you're still unable to set credit, I recommend contacting our support team to see if there are other users who are experiencing the same issue. They also have the tools to pull up your account in a secure environment.

For your reference and more information, check out these help articles if you have any questions about QuickBooks.

Keep me posted on the process of setting up credit. I'll always right here ready to help you anytime,