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Hi QB - we received a refund check from a vendor that is not related to an existing bill. Following the instructions from this page: Link to QB support page here and using Scenario 3, I am following the steps until #3, which are:
Link the Deposit to the Bill Credit:
Go to the Vendors menu, then select Pay Bills.
Check the Deposit that matches the Vendor check amount.
Select Set Credits and apply the Bill Credit you created earlier then select Done.
Select Pay Selected Bills, then select Done.
When I go to Vendors > Pay Bills, there is NOTHING that shows up. Not sure what I might have done wrong, other than my immediate boss restricting my login ID to prevent me from paying bills (which might be the case). Here is a screenshot of when I hit "Vendor > Pay Bills":
Any suggestions as to why the Bill Credit doesn't show up here? Am I doing something wrong?
Thanks in advance for any help!
Best answer September 19, 2023
Solved
Best Answers
You excel at accurately following the steps for recording the refund check, BlackGooseDHL. Let's make sure it appears in the Pay Bills window.
The restricted login might be the cause of the absence of transactions in the Pay Bills window. Additionally, @OnTrack Team is correct. We should verify if the deposit you've inputted falls under the Accounts Payable category. I'll guide you on how to do it.
- Go to the Reports menu.
- Hover over Banking, then choose Deposit Detail.
- Find and select the deposit.
- In the From Account column, ensure it's under Accounts Payable. Change if necessary.
I also encourage checking this article to help with outstanding bills for you and track the money you owe your vendors: Accounts Payable workflows in QuickBooks Desktop. To help you manage vendor transactions, you can run reports on QuickBooks Desktop.
Please let me know how the steps go. I want to ensure this is taken care of. If you have any other questions about QuickBooks, please let me know. I'm always here to help. Stay safe!
You excel at accurately following the steps for recording the refund check, BlackGooseDHL. Let's make sure it appears in the Pay Bills window.
The restricted login might be the cause of the absence of transactions in the Pay Bills window. Additionally, @OnTrack Team is correct. We should verify if the deposit you've inputted falls under the Accounts Payable category. I'll guide you on how to do it.
- Go to the Reports menu.
- Hover over Banking, then choose Deposit Detail.
- Find and select the deposit.
- In the From Account column, ensure it's under Accounts Payable. Change if necessary.
I also encourage checking this article to help with outstanding bills for you and track the money you owe your vendors: Accounts Payable workflows in QuickBooks Desktop. To help you manage vendor transactions, you can run reports on QuickBooks Desktop.
Please let me know how the steps go. I want to ensure this is taken care of. If you have any other questions about QuickBooks, please let me know. I'm always here to help. Stay safe!
