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!

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.

@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.

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!

Your process has been working consistency.  problem . . my boss goes to pay the bill

Pay Bills   filter by the vendor  The credit is not showing   "no credits used " column is blank     used to work fine

I appreciate you following the process, Fivestar.

In QuickBooks Online, vendor credits will only show in the Pay Bills screen if they are correctly associated with the same vendor whose bill you’re trying to pay. If a credit wasn’t assigned to the correct vendor,  it won’t be available for use during the bill payment process. 

To ensure that the credit shows up, locate the specific vendor and review their transaction list to confirm whether the credit exists. If you cannot find the credit, please recreate it. Once it's saved and matched with the correct vendor, the credit will then appear in the Pay Bills screen and be ready to be applied to the vendor’s bills.

Let us know if you have additional questions or need further assistance.