When I try to enter a NEW Vendor credit, the page that opens shows a "date paid" box. Then my credits aren't showing up when I go to pay bills?

Hi there, lynne@lucianosbo.

I'm here to ensure you're able to apply the vendor credits.

To apply the existing credit to an open vendor transaction, let's use the Pay Bill 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.

But if the vendor credit is still not showing, let's run the Transactions History of the credit to see if it's applied to a bill. 

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 checkmark 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. 

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!

Thanks for your response and help. I ran the report and it shows the two credits in question as still open. However, when I go to "Pay Bills" for this vendor, the credits are not showing up???

When I entered them, the "New Vendor Credit" screen wanted a "Date Paid." I don't know why that is there because I don't think they are paid until they are used?

Nice to have you here in the Community, lynne@lucianosbo. Let me chime in on the thread to share some insights about vendor credits in QuickBooks Online (QBO).

The vendor credit won’t show up when you go to pay bills without an open bill for a specific vendor, as you can use it as payment for an open bill. Also, I would like to know how you entered the credit. Is it as a check or form of vendor credit option?

If you enter the vendor credit as a check, entering bills into QuickBooks is a smart option. Accounts Payable allows you to keep track of your account balances and credits in this way. If not, you can add a note to remind yourself about this credit afterwards.

Moreover, you can check out this link to learn more about handling vendor credits and refunds in QuickBooks Online.

Let me know by leaving a comment below should you have further concerns with vendors. I’m just one post away from assisting you. Have a great day!

I just sent a long explanation which was rejected by QuickBooks. I'm trying this before I write it again(:

I either use "New" Vendor Credit from Pay BIlls or from the vendor page. I don't recall the next page having a field for "DATE PAID." I would think it's not used until it's used?? I always have open invoices for this particular vendor. I just went in and pretended to pay bills. A newer credit for $1.41 shows up. Another credit for $59.55 (which isn't real) shows up also. But the two I need (for $17.94 and $8.92) don't show up at all(:

Appreciate the details, @lynne@lucianosbo.

I'll share some information about vendor credits. You'll want to check if your automation for auto-apply credit or auto-apply bill payment is turned on. This may be the reason why you're not able to view the credits.

Here's how you can check:

1. Go to Gear and then choose Account and Settings.
2. Select the Advanced tab, and then hover towards the Automation section.
3. Tap the Pencil icon to edit, and make sure to disable the Automatically apply credits and Automatically apply bill payments options.
4. Click Save and then Done.

Once done, go back and check the vendor credit again. You can also trace the transaction history of the vendor to ensure the credits were not auto-applied. Please refer to my peer's @MirriamM steps to get to the report.

If none of the recommendation applies, please contact our Customer Care Support so we can investigate further. Here's the link to reach out: QuickBooks Online Support. 

Additionally, here's a link that'll help you manage vendor-related tasks. It has topics with articles to guide you along: Expenses and vendors.

Drop a reply anytime below if you have other questions with vendors. I'm more than happy to answer them for you. Take care and have a wonderful day ahead.