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jayden3
New Member

is anyone having an issue creating credit notes?

keep getting an error when trying to create a credit note

1 Comment 1
KimberlyS
QuickBooks Team

is anyone having an issue creating credit notes?

We appreciate you reaching out to us here, Jayden. Some browser troubleshooting can help overcome the error you encounter when creating credit notes. Let's explore this matter together.

 

Beforehand, we'd like to ask for more information about your concern to provide the best solution. What specific error did you see when entering credit notes? Does it occur when you add it through the +New button or from the customer's profile?

 

In the meantime, we can troubleshoot your browser to avoid issues caused by corrupted cache files. QuickBooks accumulates a certain amount of data, which gets outdated over time and causes unusual behaviors when carrying out different accounting tasks.

 

To begin with, click your browser below for guidance:

 

 

If the issue persists, consider using a different supported and updated browser. It will bypass problems specific to the one you're currently using.

 

Once everything looks good, refer to this article to apply the credit note to reduce a client's balance: Create and apply credit notes or delayed credits in QuickBooks Online.

 

To show customers summaries of their invoices, payments, credits, and balances, follow the steps highlighted in this material: Create and send customer statements in QuickBooks Online.

 

Please return to us in the Community forum anytime you need other help when creating and managing credit notes in QuickBooks Online. Our team and I are always around to promptly respond to your queries.