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We can delete the credit memo and deposit the refund instead, hsow.gail.
Credit memos are used in recording the customer’s payments more than what they owe. Instead of recording a credit memo, you can enter a vendor credit to offset their balance.
Let me show you how to enter a refund from a vendor. First, create a Vendor Credit to post it on the expense account you used for this vendor. Then, deposit the money you got from the refund using a Bank Deposit. Lastly, use the Pay Bills option to connect the bank deposit to the Vendor Credit.
You can got to your vendor's profile to check the balance. Keep me posted if you need more help. Thanks!
We can delete the credit memo and deposit the refund instead, hsow.gail.
Credit memos are used in recording the customer’s payments more than what they owe. Instead of recording a credit memo, you can enter a vendor credit to offset their balance.
Let me show you how to enter a refund from a vendor. First, create a Vendor Credit to post it on the expense account you used for this vendor. Then, deposit the money you got from the refund using a Bank Deposit. Lastly, use the Pay Bills option to connect the bank deposit to the Vendor Credit.
You can got to your vendor's profile to check the balance. Keep me posted if you need more help. Thanks!
What would you do differently if the refund was to the credit card instead of checking account?
Thanks for joining the thread, @Fclk7936.
You can create an expense so that you can select a credit card for the refund instead of checking account.
Let me show you how:
I'll add this article as your reference when you record, update and remove an expense: Enter, edit, or delete expenses in QuickBooks Online.
Just in case you wanted to run a specific report for vendor expenses in the future, you can customize the Transaction Detail by Account report and follow these steps:
Please let me know if you have more questions. I'll be around to help. Stay safe!
I followed your directions and the steps did not work. The deposit did not show up in the pay bills option.
Good afternoon, @TerryCruse.
Thanks for joining this thread.
Since the steps provided by my colleague @Jovychris_A didn't work, I recommend contacting the QuickBooks Online Support Team so they can access your account in a secure environment and help isolate this issue further. They'll be able to provide troubleshooting steps to make sure your deposits show in the Pay Bills window.
Here's how to consult with a live specialist:
For future reference, you can check out these Help Articles for QuickBooks Online.
If you have any more questions or concerns, I'm always here to help. Have a safe and productive weekend ahead!
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