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allan-bebird-out
Level 1

How do I find prior credit memos?

 
1 Comment 1
Kevin_C
QuickBooks Team

How do I find prior credit memos?

Great to see you here in the Community space, @allan-bebird-out. I'll make sure you can find your prior credit memos in QuickBooks Online (QBO).

 

In QBO, we can locate prior credit memos by running the Transaction List by Customer report. Here's how:

 

  1. Go to the Reports
  2. In the search bar, type Transaction List by Customer.
  3. Choose the correct Report period.
  4. Click the Customize button, then select the Filter drop-down.
  5. Under Transaction Type, choose Credit Memo.
  6. Click Run report.

 

I've also included some screenshots below for your visual reference:

 

Transaction list rep.PNGTransaction list rep2.PNG

 

For more details on how you can filter some specific information about your customers and get the information you need, please refer to this article: Customize reports in QuickBooks Online.

 

Additionally, if you want to memorize the report you've selected to save its settings, feel free to read this article for the detailed steps and information: Memorize Reports in QuickBooks Online.

 

Feel free to click the Reply button if you have additional questions about locating your credit memos in QBO. The Community is always here to help you. Have a good one!

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