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Level 1

Linking a specific vendor credit to a specific bill

I know when I go to pay bills that I can choose to apply any outstanding credits at that time, but I want to be able to apply a certain credit to a specific bill. Is there a way to identify those credits and bills so I know which credits go with which bills when I go to pay bills or is there a better way to match them up?

1 Comment
Anonymous
Not applicable

Linking a specific vendor credit to a specific bill

Thanks for getting in touch with us today, agreer,

 

I'd be happy to share some information about linking your bills and credits.

 

At the moment, we're unable to automatically assign a vendor credit to a specific vendor bill. You'll need to apply these credits manually when paying bills in QuickBooks Desktop.

 

You can, however, assign a Reference Number or Memo to your credits for you to identify which bills they should be applied. I can see how this option can be beneficial to you and your business' success, so I'd encourage you to send your product preference to our engineers.

Here's how you can send a product request:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

That's it, agreer. Your suggestion will go directly to our developers who consider feedback fo QuickBooks enhancements.

I'm just a post away if you need further assistance, agreer. Please feel free to mention me anytime.

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