Vendor Credit

@clarec9,

Make sure that the credit is posted to the same vendor and that it is open.

Go to that vendor in the Vendor Center, click on Open Balance (in the upper-right section), and make sure it shows both, the bill and the credit.

In the Pay Bills window you have to check off the bill to have the Set Credits button enabled.

If you still cannot get it, it may need some further troubleshooting like doing a Rebuild, etc.

Let us know if this helps.

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About OnTrack:

• OnTrack is among the Top 100 ProAdvisors.
• OnTrack is of the Top 10 QuickBooks Resellers.

Thank you for the reply, OnTrack.

Unfortunately, it did not resolve the problem. The credit did show up in outstanding bills in the vendor center and checking the bills in the Pay Bills function did not result in activation of the set credits button.

Hello there, @clarec9.

Thanks for letting us know about this here in the Community space. Upon checking here on our system, currently, there's no ongoing investigation or similar cases to your situation. If you've clicked the checkbox for the vendor you want to set the credits with, the Set credits option won't be grayed out. If the issue persists after doing so, let's perform some basic troubleshooting to rule out the possibility of having problems with the program. We can utilize Verify and Rebuild to determine the root cause of the issue and have it addressed so you can proceed to set the accurate credits for the transaction. We'll write down the steps to get you going:

1. Go to Window then select Close All.
2. Go to File, then select Utilities.
3. Select Verify Data. If you see:
4. QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
5. An error message—search for it on our QuickBooks Desktop support site for how to fix it.
6. Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

See this page for more details: Verify and Rebuild Data in QuickBooks Desktop.

If the issue persists, we'd recommend contacting our Customer Care Team so they can access your account in a secure environment to conduct further investigation about the problem. You can visit this article for more information: Contact QuickBooks Desktop support.

In addition, you can check these articles to ensure your data stays accurate, learn how to handle refunds, and add more details to your report inside QBDT:

• Understand reports.
• Record a vendor refund in QuickBooks Desktop.
• Customize reports in QuickBooks Desktop.

@clarec9, you can mention my name in the comment section below or visit the Community space anytime if you have any other concerns related to the program. Stay safe, and have a good one!

@clarec9

Re: The credit did show up in outstanding bills in the vendor center

If the credit isn't showing on the vendor, where do you see the credit?

Is it showing on that vendor at all? If yes, it must then be already applied to something else.

Let us know if this helps.

- - - -

About OnTrack:

• OnTrack is among the Top 100 ProAdvisors.
• OnTrack is of the Top 10 QuickBooks Resellers.

I could see the credit in the Vendor Information Transactions List - All Transactions. When I went to Vendor - Pay Bills, and selected all of the current bills, QB would not allow me to click the Set Credits button to add the Vendor Credit to the check. I ended up having to delete all of the bills and just use the Write Checks function to capture the credit. I'm hoping to find a better work around in case this happens again.

Thank you for the information! I will check with our IT department about running the suggested fixes.