How do I get Vendor Credits to Match to Credit Card Transactions

Hi there, @dmcfelisha. I've got your back, and I'll ensure you can get through this and match transactions in your QuickBooks Online (QBO) account.

Before we proceed, may I ask where the vendor credit appeared in your Banking tab? Was it in the Spent column? Or in the Received column?

If the vendor credit is in the Received column, know that it can't be matched. You'll have to exclude it and manually create a vendor credit in your QuickBooks Online account. You'll then link the vendor credit to the bill. 

Visit this page to learn more about handling vendor credits in QBO: Handle vendor credits and refunds in QuickBooks Online.

In case it shows in the Spent column, here are some reasons why it won't match:

• The payees don’t match
• The amounts don't match
• The dates don't match or is not close
• The transaction is older than 6 months.
• A reminder, you can still find a match when you select the Find match section
• The bank account on the payment is not the same as the bank where the match is located
• The payment has been reconciled
• The transaction is already matched to something else
• There’s a multi-currency issue with the exchange rates

You can also check this article to learn more about categorizing and matching transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

Additionally, I've got you this article in case you'd want to reconcile an account in QBO: Reconcile an account in QuickBooks Online.

Should you need further assistance matching transactions in QuickBooks? Or do you have any additional QuickBooks-related concerns? Know that you can always get back to me anytime. I'll be happy to help you again. Take care, and have a good one!

They appear in the received section.

You can Exclude them from the Received column, dmcfelisha.

Let me guide you through how to exclude transactions in QuickBooks Online.

1. Go to Banking or Transactions on the left panel.
2. Within the Banking tab, tick all vendor credits.
3. Then, click Exclude.

Once done, record a vendor credit in QBO, then link it to the bill. 

To record a vendor credit:

1. Go to + New and select Vendor credit or Receive vendor credit.
2. Select your vendor.
3. 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 credit for.
4. Select Save and close.

You can use this article for the proceeding steps: Enter a refund from a vendor.

Also, I've attached articles below to learn more about managing bank transactions and how you can keep them organize:

• Categorize and match online bank transactions.
• Reconcile account in QBO.

If there is anything I can do to assist you with, you can post them here. I'm available to help. 

I believe there may be a better way to do this.

Once you have recorded the vendor credit and you see the refund in the bank feed,  code the received transaction to the vendor and make the category accounts payable.
Then, go to the pay bills function and match apply the credit to the vendor.

This Is The Way.  Thank you!  Totally worked!  And took 5 seconds.