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Join nowWe receive a credit from a supplier on their invoice to us. There could be many PO's involved.
About every six weeks we receive a refund check from the supplier. We prepare a deposit using accounts payable as the account. We need to be able to go into QBO Pay Bills and apply the credits to the bill created. There is a hugh lump sum credit I can see, however, I need to be able to drop down & get to the individual credits so I can apply the correct credits to the check that has been received. QBO randomly applies a portion of all open credits to the bill and this is not acceptable as the refund applies to specific credits. How do we get to the underlying credits?
Good to see you here, @jrussell2. I'll help you apply your vendor credits in QuickBooks.
When you click the Pay Bills section in the +New icon, QBO randomly applies your open credits. Since there's a huge lump sum credit, you'll need to delete the bill payment that is linked to your vendor credit and bill. That way, you can apply the correct credits to the bill.
Once you are done, you need to return to the bill and apply the specific credit. Then, click the 'Mark as Paid' button. You can follow the steps below:
To learn more about the process above and how to reduce the balance of your customer transactions, please refer to the following links:
I'll add the following resources that will assist you in managing your vendor transactions and generating reports that display all the money paid to a vendor throughout the year:
Please feel free to click the reply button if you have other questions about applying for credits or anything related to QuickBooks. We're always here to assist. Take care.
When in "Pay Bills" and applying a vendor credit to a certain vendor invoice, the system is only applying a portion of the credit to that invoice and not the full amount even though the credit is less than the invoice. It is taking portions off 3 separate invoices. How do we get the system to change? Quickbooks support person that caalled us back we no help.
Hi Dani,
I completely understand how important it is to maintain accurate financial records. I'm here to provide my assistance in guiding you through the process and making it as smooth and stress-free as possible.
To begin with, I recommend ensuring that the vendor credit is applied to the full amount of the bill. For the time being, please open your browser's private window. It isolates the cache, which is the common cause of a browser's unusual behaviour.
When this works, you may proceed to clear the browser's cache. This removes its stored cache to ensure the program performs efficiently. I recommend using another supported browser or device if you still encounter the same error.
Moreover, if the problem continues to persist, I suggest contacting our customer support team. They are well-equipped to provide you with comprehensive guidance on how to resolve any issues you may have with your financial records.
Here's how:
I'll be adding some related articles to help you get your way around the Reports feature in QBO:
I hope this recommendation will help you in applying the total amount of the credit in QBO. You can comment below, and we'll respond to you as soon as possible.
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