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sue6
Level 1

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

 
Solved
Best answer October 15, 2018

Best Answers
Kristine Mae
QuickBooks Team

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

Hello Sue,

You can pull up the Transaction List by Customer report, and customize it to show the credit memos only. Here's how:

  1. Go to Reports
  2. Choose the All Reports tab.
  3. Go to Review Sales.
  4. Select Transaction List by Customer.
  5. Click Customize.
  6. Click the arrow next to Filter.
  7. Click the Transaction Type drop-down arrow, then choose Credit Memo.
  8. Click Run report.
I have attached a screenshot for your reference.

Let me know if you need something else. All the best! 

View solution in original post

8 Comments
Kristine Mae
QuickBooks Team

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

Hello Sue,

You can pull up the Transaction List by Customer report, and customize it to show the credit memos only. Here's how:

  1. Go to Reports
  2. Choose the All Reports tab.
  3. Go to Review Sales.
  4. Select Transaction List by Customer.
  5. Click Customize.
  6. Click the arrow next to Filter.
  7. Click the Transaction Type drop-down arrow, then choose Credit Memo.
  8. Click Run report.
I have attached a screenshot for your reference.

Let me know if you need something else. All the best! 

View solution in original post

Bluemanta
Level 2

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

How can I add totals to this report? Is there similar report with totals?
bythesea
Level 1

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

How is this done in QB Desktop 2018?

Rose-A
Moderator

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

Hey there, @bythesea.

Allow me to help you with generating a credit memo report in QuickBooks Desktop.

 

You can also pull up the Transaction List by Customer report and customize it to show the credit memos only.

 

Let me show you how:

  1. Click the Reports at the top menu bar.
  2. On the drop-down (▼) list, click Customers & Receivables and choose Transaction List by Customer.
  3. Click the Customize Report button.
  4. Go to the Filters tab.
  5. In the filter search box, type, and select Transaction Type.
  6. Under Transaction Type drop-down (▼), choose Credit Memo.
  7. Hit OK.

To guide you through the steps, please see screenshots below.

 

 

I'll be around here in the Community, so please feel free to reach out to me if you have any other concerns. Wishing you a wonderful rest of the week.

Lois J McFadden
Level 1

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

My QuickBooks 2019, Desktop Pro, does not give the option of Credit Memos or Refunds to choose from in the Transaction List. That is the report that I want and cannot get. Can you help? Thanks.

AileneA
QuickBooks Team

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

Hi there, @Lois J McFadden

 

Thank you for reaching out to the Community. I'm here to help you sort this out. We can fix this by performing the Rebuild utility tools in QuickBooks Desktop. This way, it'll return to its default order and automatically fixes minor company file data issues. Though, you need to back up your data first before performing these steps below to save your company data if file damage occur. 

 

Let me show you how:   

 

  1. Click the File tab at the top. 
  2. Select Utilities from the drop-down option. 
  3. Choose Rebuild Data
  4. Click Ok on Rebuild has completed. 

rebuil data.PNG rebuild d.PNG

 

After rebuilding data, we can close and reopen your file to revamp it.     

 

For additional information on these, I recommend the following articles: 

 

 

Please let me know how it works. I want to make sure that everything is taken care of. I'm here to provide any additional assistance if needed. Have a good one!

Thupten
Level 1

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

Why you say All Reports? It is under All Sales. 

KennethA_
QuickBooks Team

Can I generate a credit memo report to track all credits in the account? Thanks! Sue

Thank you for reaching out to us, @Thupten.

 

I'll be happy to help you with your concern related to the Reports.

 

Yes, you're correct, it is under All Sales.

 

You can locate credit memos on the list of transactions customer detail page.

Here's how:

 

1. Select Sales.

2. Choose Customers.

3. In the list, select the Customer you'd like to print the credit memo for.

4. In the Transaction List you can view the credit memo.

5. Click the memo to open it.

6. Select Print or Preview.

 

You can also check this article: Run reports in QuickBooks Online for more information about reports.

 

We're always here in the Community to help if you have other questions related to QuickBooks. Stay safe!

 

 

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