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ccramer
Level 2

i've entered vendor credits and want to selectively apply some of them to a vendor bill

I purchase goods for resale from a distributor/wholesaler. I had to return some defective product and the vendor issued credits.

I entered the credits using the New, Vendors, Vendor Credit.  So far, so good,

 

The I wanted to pay an outstanding vendor bill and wanted to individually select the credit memos to apply to that vendor bill.

 

Well , when I checked off the box next to the invoice (bill) in question, it prefilled the Credit applied box with ALL the credits for that vendor. I deleted the amount in the Credit Applied box and looked for a way to view the credits. NOPE. can't find a way to do so.

 

I then manual;ly added up the credits I wanted to apply and entered that amount into the Credit Applied box. 

But how do I know that it selected ONLY the credits that I wanted to use? 

 

Yet another shortcoming of QBO. Can't perform functions that users need or want. I mean this is a rather basic function you'd assume that QBO would have.

 

But, the reality is the QBO is HORRIBLE software that just gets worse every day, All that seems to matter to Intuit is how they can squeeze more $$ out of their customers. And they love to push new services (that co$t money) all in the [supposed] name of "giving our customers new features".

 

the reality is that Intuit stopped caring about their user base a long time ago. Hence the discontinuation of the Desktop Products. It's ALL about Intuit's revenue stream so Software-as-a-Service (Saas) so let's bill then a ton o' money as often as we can and who cares about support or a decent product.

 

EVERY single Quickbooks advisor and accounting firm I've dealt with (I'm an IT guy) HATES QBO and intuit in general. The moment a [semi-] decent competitor comes along, there will be a mass exodus from QBO,

 

Meanwhile we have to deal with this horrible , substandard, ill-conceived and poorly written excuse for what once was a semi-decent product line,

2 Comments 2
IrizA
QuickBooks Team

i've entered vendor credits and want to selectively apply some of them to a vendor bill

Viewing the total Credit Memo is vital when paying the outstanding vendor bill in QuickBooks Online (QBO). We appreciate the thoughts you've shared with us.  

 

In QBO, viewing the amounts of every Credit Memo while paying the bill is currently unavailable. However, we can click the box within the Credit Applied column since the Available balance will appear under it.

 

I also encourage you to submit your insights to our development team. Doing so will allow them to review and consider adding this insight to their next update.

 

Here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

 

We can also generate a Transaction Detail by Account report, which helps us to show the total amount or balance of the Credit Memo. It will also allow us to view each credit memo associated with the vendor's name.

 

Here's how:

 

  1. Go to the Reports menu from the left navigation panel, and enter the report's name within the Find report by name search bar.
  2. Click the Customize button.
  3. Press the Report period dropdown, and select All Dates or according to your preference.
  4. From the Rows/Columns section, press the Group by dropdown, then select Vendor or according to your preference.
  5. You can also click the Change column, then tick the column you want to include in your report.
  6. From the Transaction Type dropdown, find and tick the Credit Memo option.
  7. Review the changes you've made.
  8. Click Run report.

 

Additionally, to ensure you selected the correct Credit Memo, you can enter a description to the entry since you'll see this one when you run a report, or make sure that the selected credit memo and the bill have the same and correct AmountDate, and Vendor.  

 

To access the report and view the entry together, you can open another tab in your browser to see your report from the other tab while viewing or entering the amount as you pay your bills.

 

If you're customizing your reports using Modern View, kindly use this article as your reference: Customize reports in QuickBooks Online using Modern View.

 

Furthermore, you can also print, email, and export your reports from QBO if you want to use them outside QBO.

 

Please don't hesitate to ask us again if you have further questions about the Credit Memo or paying the outstanding bills in QBO. We're always here to help you in any way we can.

ccramer
Level 2

i've entered vendor credits and want to selectively apply some of them to a vendor bill

again, this should be a BASIC accounting function that surprisingly (NOT!) Intuit/QBO could care less about.

 

Collectively Intuit now has the a reputation so bad that used care dealers shine in comparison. Horrible software that is only updated to enhance opportunities for Intuit to claw in more money, but wholly ignore basic bookkeeping and accounting functions  that any business would require.

 

I nominate the following for your company Slogan : We Don't Care. We Don't have to.

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