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How do I apply a debit card credit and have it apply to a job in Premier Contractor version 2018

I use Premier contractor 2018, When I have a credit issued on debit card how do i have it properly credit the Job it was originally charged to. You can not assign a job it the Make a deposit.

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Senior Explorer ***

Re: How do I apply a debit card credit and have it apply to a job in Premier Contractor version 2018

Hi BigJohn1025, you are correct. You cannot apply a vendor credit refunded to you via debit card to a job in the Make Deposit window. Here is the workaround.  It is a three step process.  Record the deposit and in the From Account field, enter Accounts Payable.  (I know, it's weird, but trust me.)  Then enter a Vendor Bill Credit for the amount that you were refunding it, posting it on the Item tab to the correct item and job.  Then in the Pay Bills Window, apply the deposit (which strangely appears as a Bill on the list) against the Credit, which offsets to zero.  Viola.

Here is the KB article for more details:

https://quickbooks.intuit.com/community/Help-Articles/Record-a-vendor-refund-in-QuickBooks-Desktop/m...

 

Lorien Prince, CPA, CGMA

Advanced Certified QuickBooks ProAdvisor

 

Established Community Backer ***

Re: How do I apply a debit card credit and have it apply to a job in Premier Contractor version 2018

Enter a Bill; at the top, change that to Credit. Use that vendor name, list the items on the items tab and job track it here. Mark it billable if you need to pass the credit to the customer, of course, as part of Add Time & Costs directly.

 

The Deposit entry in the line on that worksheet is:

Vendor Name

From AP

for Amount

 

Now you go to Pay Bills and the deposit shows as if that is a bill to be paid. Click it to select it, then at the bottom, Apply the available credit.

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