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salma4
Level 1

can anyone else open a previously generated credit note?

 
1 Comment 1
Aldren18
QuickBooks Team

can anyone else open a previously generated credit note?

Anyone with the right user permissions in QuickBooks Online can open a previously generated credit note, Salma. I’ll ensure you can access it without any issues.

 

In QuickBooks Online (QBO), as long as your user role includes permission to access credit memos, you can open them seamlessly. To verify or adjust your access, I recommend reviewing your user role by navigating to Manage Users via the Gear icon on your home screen.

 

If you have the correct access but still encounter difficulties opening the credit note, please let me know if you receive any error messages or unexpected behavior. Sharing a screenshot or additional details would be very helpful in diagnosing and resolving the issue quickly.

 

Meanwhile, I suggest clearing your browser’s cache and cookies. Sometimes, outdated or corrupted files stored in your browser can interfere with QBO’s performance, including issues with loading pages or accessing specific transactions. Using a supported and updated browser can also enhance performance and security when working in QBO.

 

You may also find this article helpful for generating a report that gives a detailed view of how credit memos affect your customers’ balances, allowing you to track credits more efficiently: Run a report in QBO.

 

Please feel free to reply below or start a new post in this forum if you require further assistance managing sales entries or other QuickBooks tasks. I’m here to help.