Post a vendor refund using simple start

Hi here, bjohnson-expertm.

I'm here to help you post a vendor refund in QuickBooks Online (QBO). In QBO, entering the refund depends on how you record your purchases.

If you enter bills to track expenses, you can create a vendor credit to record the refund. Here's how:

1. Click the + New button at the left pane.
2. Select on Vendor credit.
3. In the Vendor drop-down, choose your vendor.
4. 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.
5. Hit on Save and close.

After that, you can now deposit the amount and use the Pay Bills to connect the bank deposit to the vendor credit. 

1. Click + 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.
4. Complete the rest of the fields like you normally do.

If you use an expense or write a check, check out this article for instructions: Learn how to record a refund from a vendor in QuickBooks Online.

For your reference, I'm also adding here some articles that you can visit about entering a vendor credit and applying them to your transactions.

• How you enter the credit depends on how you record your purchases
• Learn how vendor credits are applied.

I'll be right here to help you if you have any other questions or concerns. I'll make sure you're all set. Have a lovely day!

Hi!  I have simple start and have been completely unable to access the Vendor Credit tab. When I click on it, it re-routes me to the plan page and asks me to upgrade my license? I don't understand.  IS VENDOR CREDIT available to the Simple Start plan?

I have been trying to use the Vendor Credit tab to manually record a credit (refund) back from a vendor and I have the online Simple Start plan.  Whenever I click the Add New Vendor Credit, instead of allowing me to do so, it re-routes me to the Upgrade page.  What is going on????  Can you please tell me why vendor credit (which is the other half of Vendor Expense) wouldn't be included in the basic plan??

I can see how essential for your business to record the entry, Charliemdesign. I'm here to help ensure you can accomplish this task seamlessly. 

The Vendor credit feature is currently unavailable in QuickBooks Online (QBO) Simple Start. Thus, you'll have to upgrade to other versions such as Essentials, Plus, or Advanced.

1. Sign in to QuickBooks Online as a primary or company admin.
2. Go to the Gear Icon and choose Account and settings.
3. Click on the Billing & Subscription tab.
4. Make sure your payment info is up to date.
5. In the QuickBooks Online section, choose Upgrade your plan.
6. Review the available plans and then select Choose Plan.
7. Follow the onscreen steps to upgrade your plan.

Feel free to read this article for more details: Upgrade or downgrade your QuickBooks Online subscription.

After switching to the new subscription, you can create the vendor credit. See this reference for detailed instructions: Enter vendor credits and refunds in QuickBooks Online.

For resources that will guide you on how to handle vendor-related tasks, feel free to click on this link: Enter expenses, pay bills, write checks, and manage suppliers.

Reach out to me again if you have other QuickBooks concerns or questions about recording vendor credits and refunds. I'll get back to make sure you're taken care of.