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Level 1

How do I use a vendor credit when I am paying the vendor bill? The credit does not apply to a specific invoice.

 
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QuickBooks Team

How do I use a vendor credit when I am paying the vendor bill? The credit does not apply to a specific invoice.

Not to worry, @cheryl47. I'll help you get that vendor credit applied to your vendor bill right away.

 

Have you recorded a vendor credit? If you got a credit on a future purchase, you'll have to enter a vendor credit, making it available for you to apply when you pay your bill.

 

Here's how to enter the vendor credit:

  1. Click on the +New button.
  2. Select Vendor Credit.
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  3. Select the vendor's name from the Vendor drop-down list.
  4. Select the expense account from the Category drop-down list.
  5. Enter the amount.
  6. Select Save and close.
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When you're ready to use the credit for your open bill, here's how to do it:

 

  1. Select + New.
  2. Select Pay bills or Pay bill.
  3. Select a bill for your vendor from the list. You'll see the available credit with this vendor in the Credit Applied field.
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  4. Complete the rest of the fields like you normally do.

 

These instructions are available from guide on entering a credit from a vendor. In case you got a refund for a business expense, check out this article on how to record a refund: Enter a refund from a vendor.

 

Please feel free to comment below if you have follow-up questions about applying vendor credit in QuickBooks Online. I’m always here to help.

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