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Level 1

Vendor Refund

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


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.Screen Shot 2022-02-02 at 11.38.11 AM.png

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

8 Comments 8

Vendor Refund

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!

Level 1

Vendor Refund

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

Level 1

Vendor Refund

Any follow-up on this?


Vendor Refund

Hi tandy1000,


The article you shared is for QuickBooks Desktop for Windows. I'll be happy to share insights about this.


It's a bit different in QuickBooks for Mac because when you make bill payments, the credit and bill to be paid should be selected in the Pay Bills window so the credit will be applied as payment to the bill. You can click Select All Bills if you don't see the credit that you're looking for.



Please refer to the article about entering credit for a vendor. It provides additional details on how you can create vendor credits and apply them as payments to your bills. It has screenshots, too.


If you have other questions in mind, please don't hesitate to go back to this thread. The QuickBooks Team is always here to help.

Level 1

Vendor Refund

I don't understand how the debit card charge and subsequently debit card refund is properly accounted for.  The sequence of events was


(1) I purchased a subscription service from Adobe Inc

(2) Adobe Inc charged my debit card $14.99 on 1/5/22

(3) Adobe Inc refunded my debit card $14.99 on 1/6/22


If I simply enter a Bill for $14.99 on 1/5/22 and a credit for $14.99 on 1/6/22, the two can cancel each other out in the Pay Bills window.  That makes sense, but then I have no record of the money going out and coming back in in the register for my checking account register in Quickbooks.  The transactions simply aren't there, which causes a problem if I attempt to reconcile my quickbooks transaction history with my bank account statements.


How should I handle the transactions in my Quickbooks checking account register?


QuickBooks Team

Vendor Refund

Thanks for getting back to us and sharing more information on your concern, @tandy1000.


Allow me to provide information on how to handle vendor refunds in your checking account register.


Please know that the debit card charge is accounted for as an expense while the debit card refund is considered as an income. On the other hand, you can view your money-out transactions as a bill and credit for the refund on your checking account register. 


Also, since you're having problems reconciling your account, feel free to check out this article: Reconcile an account in QuickBooks Desktop. This will help make sure your QuickBooks transactions match your checking account statement.


Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response, @tandy1000.

Level 2

Vendor Refund

If I follow your directions regarding vendor refund on a debit card, I see no place to deduct this from the customer:job expense in QB desktop.   Thanks.  


Vendor Refund

Thanks for joining this thread, JoAnnARS. Let's get your customer: job expense refunded in QuickBooks Desktop.


We can use the Create Credit Memos/Refunds option to compensate the customer: job's debit card. Here's how:


  1. Click Customers at the top menu bar and choose to Create Credit Memos/Refunds.
  2. Choose the Customer: Job name and enter the necessary information.
  3. On the upper-right, click Use credit to give refund.
  4. Select Debit Card to issue the refund.
  5. Hit OK.


We can go through this article: Give your customer a credit or refund in QuickBooks Desktop for Windows. This will provide us with more ways in handling credits and refunds in QuickBooks.


In case we're refunding a credit card, the following write-up might come in handy: Void or refund customer payments in QuickBooks Desktop. We can find more information regarding how many days the customer gets their money back.


Feel free to let me know if you still need help with the refunding process. I'm always here to keep helping, JoAnnARS.

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