Vendor Refund

Forum|Forum|4 years ago
February 2, 2022
1 reply
4 views

I'd like to record a vendor refund in Quickbooks Desktop For Mac, 2019, using scenario 1 described in the instruction here:

https://quickbooks.intuit.com/learn-support/en-us/help-article/vendor-management/record-vendor-refund-quickbooks-desktop/L5CAplhmk_US_en_US

I have done steps 1 and 2. I'm stuck on step 3c, 'Select Set Credits and apply the Bill Credit', because there is no option to set credits in the pay bills screen.

Where can I find the 'set credits' option is Quickbooks Desktop for Mac?

QuickBooks Desktop for Mac

JonpriL

Level 9

Hello @tandy1000, I'll help record a vendor refund.

In QuickBooks Desktop for Mac, the refund or credit created is linked to the vendor's profile and can be found in the discount section. Therefore, we'll have to click the Discount Info button and select Credits to see the vendor refund recorded.

I'll add the article you shared to continue following the rest of the steps needed to record and apply the refund: Record a Vendor Refund in QuickBooks Desktop for Mac.

I've also got you this reference for a compilation of articles to use while working with vendor bills and credits: QuickBooks Desktop for Mac - Vendors and Expenses.

If there's anything else that I can help you with aside from recording a vendor refund, please let me know by leaving a comment using the Reply option below. I'll be here to lend a hand. Take care always!

tandy1000Author

When I click the "Discount Info" button, I get a warning that says "You can only discount bills." There's no credit option.

tandy1000Author

Any follow-up on this?

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