Should vendor credits appear under a vendor when trying to pay a bill for that vendor? I can't see them and have confirmed the vendor credit exists to that vendor. Help?

Thank you for bringing this to our attention, Aj. Let me go ahead and assist you with your credit vendor.

Yes, we can see the vendor credit. We make sure the filter is cleared or that "all transactions" is selected. One way to see a vendor's credit is through the pay bill window. 

Here's how:

1. Go to +New.
2. Under vendor, choose Pay Bills.
3.  Tick the box beside your vendor's name. 
4. Click Save and Close.

Please note: The vendor credit will only appear if the box is check.

For reference, please review the attached article on managing vendor credit: Enter vendor credits and refunds in QuickBooks Online.

Moreover, I have attached these articles for you to check and assist you manage your vendors: 

• How to view and edit vendor transactions in QuickBooks Online
• Manage outstanding balances for customers and vendors in QuickBooks Online

If you have any further questions about your vendors, please feel free to reply to this thread or create a new post. Have a wonderful day and take care!

See the screenshots below so you can see what I see. I'm still having trouble understanding how to see all transactions.

When I filter the view to only see the vendor I want to pay, no Vendor credits appear on this list. See the second attachment

Some posts have said there is a secret button to show these vendor credits but I'm at a loss. Your help would be greatly appreciated!

AJ

Thank you for providing the screenshot. It helps understand the issue you're facing with the vendor credit not appearing under the vendor when trying to pay a bill, @aj-nealeytire-co. 

Upon reviewing the screenshot, it appears that the reason the vendor credit is not showing is that you haven't clicked on the bill corresponding to the vendor credit. In QuickBooks Online, you need to select the bill to which the vendor credit should be applied. You should see the vendor credit associated with the transaction once you click on the box next to the bill.

See the screenshot below for your visual reference.

Alternatively, you can also create an expense for the specific vendor. From there, you'll be able to see the vendor credit and apply it to the expense transaction.
 

Refer to this article for more information: Enter vendor credits and refunds in QuickBooks Online

Just in case you need to process customer refunds in the future, you can also use this article as your guide: Void or refund customer payments in QuickBooks Online.

I'll be right here to help if you have any other questions. Just add a comment below. Have a good day!

Thank you for your reply, I'm sorry, but I still don't see the vendor credits on the list when I go to "Pay Bills". We return parts to our vendors and we get reimbursed in the form of a Vendor Credit that we apply in Quickbooks. When I get the statement, I see the negative charges that I need to account for when I pay my statement. Those negative amounts do not appear when I go to "Pay Bills"

After playing around with the software some more, then only screen where I do see these Vendor Credits show up is only when I go to the Vendor screen, find my Vendor from the list and click "Make Payment" on the right hand side. For some reason now, Intuit won't let me add a screenshot.

Once I click "Make Payment" it takes me to a "Bill Payment" screen where I can select the outstanding bills AND Vendor Credits to apply to my monthly statement payment.

Does that make sense? Is there a functionality of the "Pay Bills" section that I just don't understand? Your help would be greatly appreciated. After searching, I now others are experiencing this issues as well.

Thanks!

AJ

Thank you for your reply, I'm sorry, but I still don't see the vendor credits on the list when I go to "Pay Bills". We return parts to our vendors and we get reimbursed in the form of a Vendor Credit that we apply in Quickbooks. When I get the statement, I see the negative charges that I need to account for when I pay my statement. Those negative amounts do not appear when I go to "Pay Bills"

After playing around with the software some more, then only screen where I do see these Vendor Credits show up is only when I go to the Vendor screen, find my Vendor from the list and click "Make Payment" on the right hand side. See screenshot below.

Once I click "Make Payment" it takes me to a "Bill Payment" screen where I can select the outstanding bills AND Vendor Credits to apply to my monthly statement payment.

Does that make sense? Is there a functionality of the "Pay Bills" section that I just don't understand? Your help would be greatly appreciated. After searching, I now others are experiencing this issues as well.

Thanks!

AJ

And another thing, when I go to "Make Payment" for the Vendor, when I select the Vendor Credits, it is not applying them to the payment. I am so confused. See screenshot:

Next to the "Amount to Credit" is still says $0 even though I select them. Thoughts?

Thanks for your help,

AJ

You're confusion ends here, Aj. I appreciate you attaching screenshots and for your efforts in exploring the QuickBooks Online (QBO) program to record your transactions accurately. Let me shed some light on the differences between these options for you.

The Pay Bills feature is designed to display all your vendors' outstanding bills, and you can mark them directly as paid within the program. It simply lists the bills by line, but you cannot see the exact amount of your vendor credits. You'll know if a vendor has no credits because it will show Not available in the Credit Applied column. Otherwise, you can see the available credit with this vendor in the same column.

On the other hand, if you make a bill payment from the vendor profile, the Outstanding Transactions and Credits sections will be displayed, as shown in your screenshots. If you want to view these sections, I suggest using the Check or Expense option instead when applying vendor credits to your bills. Once you select a vendor, a pop-up window will appear on the right part of the page for you to pick an open bill and vendor credits. After adding a bill, the page will be directed to Bill Payment.

Regarding your additional concern, once you have placed a checkmark on a vendor credit, it will automatically be applied to the bill in question. Just ensure that the AMOUNT PAID section is equal to zero (0.00) to clear the balance.

For more details on managing vendor transactions, feel free to visit this article: Learn the difference between bills, checks, and expenses in QuickBooks Online.

Please let me know updates about this, as I want to make sure that you've successfully linked the credit to your bills within the program. I'm always around and ready to provide additional assistance if you have further questions about handling your expense transactions. Have a great day ahead!