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Hi there, we received a rebate check from Behr for a purchase made at Home Depot. How do I enter the check in and credit it to the customer?

 
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QuickBooks Team

Hi there, we received a rebate check from Behr for a purchase made at Home Depot. How do I enter the check in and credit it to the customer?

Thank you for posting your concern here in Community, @Jak627.


Let's enter a vendor credit to record the rebate check you've received. This makes sure the credit hits the expense account you use for this vendor.

 

Let me guide you how:

 

1. Go to the  New icon.

2. Select Vendor credit, in the Vendor dropdown, select your vendor.

3. Depending on how you record purchases with this vendor, enter the Category details or Item details. Usually, this is the category, product, or service you’re getting a credit for.

4 Click Save and close.

 

You can read through this article for step-by-step instructionsEnter a refund from a vendor.

 

You can also create a credit memo to credit the check to your customer.

 

I'm always here to help, have a good day!

 

Highlighted
Level 1

Hi there, we received a rebate check from Behr for a purchase made at Home Depot. How do I enter the check in and credit it to the customer?

Hello, I thought I had sent a reply already but apparently it didn't save.

 

Unfortunately the advice you have given won't work.

The vendor credit won't work because the rebate came in the form of a check that we have already deposited into our checking account. The vendor that sent us the check is not a company that we order from directly.

 

We do not want to create a credit memo for the customer because the customer has already closed out their account.

 

Is there another solution?

Thank you!

Highlighted
QuickBooks Team

Hi there, we received a rebate check from Behr for a purchase made at Home Depot. How do I enter the check in and credit it to the customer?

I appreciate that you have tried the previous solution, @Jak627.

 

Another way to do it is to create a deposit. Since deposit affect other income account, this will create a balance, but will still show on our books that there is an amount associated to the customer.

 

  1. On the left navigation pane, click on the New icon.
  2. Under Other column, select Bank Deposit.
  3. On the Account drop down choose the account you want the money to be deposited.
  4. Under Received From drop down, select the Customer or Vendor.
  5. Fill in the required information, Then click Save and New.

You can use this article as future reference on how you can record payments deposits and fees in QuickBooks Online: Record payments deposits and fees in QuickBooks Online.

 

Please comment below for additional questions, have a great day!

Highlighted
Level 1

Hi there, we received a rebate check from Behr for a purchase made at Home Depot. How do I enter the check in and credit it to the customer?

It looks like the first part you gave me was a good start to fix the issue. However, after contacting a QB support person we were able to enter this is in using this link.

It has me enter the vendor credit but then I needed to go to pay bills and connect the vendor credit to the bill.

 

https://quickbooks.intuit.com/learn-support/en-us/vendor-credits/enter-a-refund-from-a-vendor/00/335...

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