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CatRod
Level 2

How to enter a vendor credit in the desktop view

I have used Quickbooks for YEARS, but my company decided to go to Quickbooks Desktop on the advice of a new CPA.  I didn't like it at all, but the help desk suggested I switch to the desktop view since it would be more familiar to me.  Which it is.  However, I don't see how to enter a vendor credit using the desktop view.  On desktop, you simply clicked a radio button in Enter Bills.   It is very frustrating to have to switch just for entering credit memos.

4 Comments 4
GlinetteC
Moderator

How to enter a vendor credit in the desktop view

I understand how managing vendor transactions accurately is crucial for your business’s bookkeeping, CatRod.  I'd be happy to provide an alternative way to enter vendor credit in the desktop view.

 

Here's how:

 

  1. Navigate to the Expenses tab and select Vendors.
  2. Choose a specific vendor.
  3. Click on the New transaction dropdown and pick Vendor Credit.
  4. Enter the necessary details.
  5. Once all the details are filled in, click Save & close to record the vendor credit.

 

The vendor credit is now recorded and can be applied to future bills from that vendor.

 

I'm also sharing this article that discusses how to enter vendor credits and refunds. This includes various scenarios based on the type of refund you get from your vendor:  Enter vendor credits and refunds in QuickBooks Online.

 

Additionally, I'm adding this link to monitor the payments made to your vendors within a specific period: Run a report with vendor totals.

 

Please feel free to reach out if you have any further questions regarding how to record vendor credits or any other concerns by leaving a reply, CatRod. I'll be sure to get back to you. Take care, and enjoy the rest of your day!

CatRod
Level 2

How to enter a vendor credit in the desktop view

I am asking how to enter a vendor credit in the desktop view of Quickbooks Online.

 

I have used Quickbooks desktop for years, and it's very easy to enter the credit by clicking on the credit radio button.  But there does not seem to be a button on the Quickbooks Online Desktop View - or at least I can't find it.

FishingForAnswers
Level 10

How to enter a vendor credit in the desktop view

@GlinetteC  Maybe you'll want to re-read the question.

 

@CatRod  has switched from Desktop to QBO, the poor devil.

 

They even explicitly stated "On desktop, you simply clicked a radio button in Enter Bills."

 

That should have been your first clue that your response is already known to them.

CatRod
Level 2

How to enter a vendor credit in the desktop view

In their defense, in my original statement, I said that our company decided to go to "Quickbooks desktop" whereas I meant to say Quickbooks Online.   I saw the mistake the exact second I hit the "post" button.  But I couldn't find a way to edit the question...

But I agree that if someone had read the whole post, they might have figured it out.

Thanks for your note!

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