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Welcome to the Community, @winstonshippey-i.
Let me help you how to set up a credit note in QuickBooks Online (QBO).
In QBO, you can give credit using a credit note or delayed credit. Here are the key differences:
Credit note
Delayed credit
To set up credit note. Here's how:
To set up delayed credit. Here's how:
For more detailed information, refer to this article: Create and apply credit notes or delayed credits.
Additionally, you might want to check these articles to guide you if you want to transfer credit from one customer to another and to help you match your bank and credit card statements.
Please leave a comment below if you have further concerns about setting up a credit note. I'll be here to assist you.
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