Unapplied vendor credits

Hi there, @adentan.

You'll have to mark the bill as paid before you apply it to Bill Payment in QuickBooks. Let me show you how.

1. Open the bill you want to pay.
2. Click the Mark as paid button.
3. In the Bill Payment window, the bill is marked in the Outstanding Transactions section.
4. Go to the Credits section and mark the vendor credit.
5. Click Save and close.

Feel free to browse this article for more information about vendor credits: Manage Vendor Credits.

In case you have an existing credit to an open vendor transaction, use the Pay Bill feature. Here’s how:

1. Go to the Plus icon and select Pay Bills.
2. Choose the vendor from the list.
3. Once selected, the vendor's existing credit populates on the Credit Applied column.
4. Hit Save and close.

Refer to this article for more information: Enter and pay bills.

Also, you may want to learn how to run a report with vendor totals. This report will reflect all the payments you made to your vendors: Run a report with vendor totals.

Please know that I'm just a post away if you have any other questions. I'll be happy to help you out. 

The issue I am having is that there are NO vendor credits showing within the bill payment so i can only attach Bills to the bill payment .  No credits

This is the closest I've found to a solution, however I only want to pay the bills and apply the vendor credits within a certain month.  I have additional vendor credits with dates outside of that month that I do not want to apply.  I used to just create a bill pay within the vendor and at the very bottom QBO would give me the option to apply ALL open credits.  Why can I no longer do that?

Hello there, @adentan.

It seems that you've posted your concern twice. My colleague already addressed the issue in your first post. Kindly refer to this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-unapplied-vendor-credit....

Please don't hesitate to comment below if you have other concerns about managing vendor transactions in QBO. I'm just around to help. Take care always.

Because none of these solutions help and I cannot get a team member on the phone

Hi there, @adentan.

I have some additional troubleshooting steps to isolate the issue you're having. I'm here to share them with you.

First, make sure that the vendor credit was recorded successfully under the vendor's list. Here's how:

1. Open your QuickBooks Online account, then click on Expenses at the left pane.
2. Tap on Vendors.
3. Select the vendor's name, then go to the Transaction List column.
4. Make sure that the vendor has the available credit recorded.

If not, you can visit the Audit Log report to review the possible changes made to the credit. 

1. Go to the Gear icon, then select Audit Log under Tools.
2. Review the changes or events from there.

If it was deleted, you can recreate the vendor credit through the (+) New icon. Once done, you should be able to link the vendor credit when recording a payment.

or

If you need additional assistance with the process, you may connect with our Support Team. A representative can guide you with applying for the vendor credit securely.
 

To contact support:

1. Open your QuickBooks Online account, then go to the (?) Help icon.
2. Choose the Talk to a human option (then type it again when prompted).
3. When asked by the bot, enter a short description of your concern.
4. Select I still need a human.
5. Proceed with Contact us.
6. Click Let’s talk, then choose either Get a call or Start messaging. 

For the support's business hours, I encourage checking out the details from this link.

Besides, you can open the topic from this link to learn more about creating and managing credits from your vendors in QuickBooks.

Moreover, feel free to skim through the topics from our help articles for your references in the future.

If you have any other questions about vendor payments or credits, please feel free to leave a comment below. I'll get back here as soon as I can to help you again. Thanks for coming, wishing you a good one!

"Get a Call" is not an option.  It is only chat.  I've chatted with agents for over 4hrs on this topic with no solution. 

Hello again, adentan.

I appreciate you following the steps necessary to resolve the issue and contacting our Support Team about this. Allow me to join this thread and help with applying for the vendor credit. 

To isolate why the credits are not showing, let's run the Transactions History of the credit to see if it's applied to a bill. 

Here's how:

1. In the left menu, click Reports.
2. Type in Transaction List by Vendor in the search field.
3. Click the Customize button. 
4. Set the Report period. 
5. In the Rows/Columns section, click the Change columns link.
6. Select Date, Transaction Type, Num, Account, Amount, and Open Balance. 
7. Go to the Filter section and pick Vendor Credit as Transaction Type.
8. Put a check-mark on the Vendor box and choose the specific vendor.
9. Click Run report.

From there, you'll see if there's still an available credit on the vendor's account. 

To apply the existing credit to an open vendor transaction, you can use the Pay bills feature. Here’s how:

1. In the left menu, click the + New button. 
2. Select Pay Bills.
3. Choose the vendor from the list.
4. Once selected, the vendor's existing credit populates on the Credit Applied column.
5. Click Save and close to apply the credit to the vendor open balance.

For more details, refer to this article: Enter bills and record bill payments in QuickBooks Online.

In case you want to run a report on all the money paid to a vendor, here's a resource you can check for guidance: Run a report with vendor totals.

Let me know if you have any issues after following those steps. I’m always here to help. Have a good one!

Rea_M go f-yourself.  If you can't provide a helpful response then just don't respond.