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accounts361
Level 1
posted
‎September 16, 2020 04:59 AM
last updated ‎September 16, 2020 4:59 AM

Should the supplier credit not appear on the supplier statement if a statement for the current month is being generated? Whilst it appear if all dates has been selected

 
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1 Comment 1
MichelleBh
Moderator
Moderator
‎September 16, 2020 06:41 AM

Should the supplier credit not appear on the supplier statement if a statement for the current month is being generated? Whilst it appear if all dates has been selected

Hi there, @accounts361. 

 

The supplier transactions will always appear in different reports or statements. Let me help you get the supplier credit to show on the statement in QuickBooks Online. 

 

When you say the supplier credit not appear in the statement, are you are referring to the supplier reports? If so, let's customise the report to show the precise details. 

 

Here's how: 

 

  1. Go to the Reports tab on the left side. 
  2. Type Transaction List by Supplier in the search box. 

 

        3. Hit the Customise button. 

        4. Choose Month to date in the Report period, then under Row/Columns, select Supplier. 

        5. Click the Filter drop-down arrow, then in the Transaction Type, pick Supplier credit. 

        6. Locate the supplier's name in the Supplier drop-down. 

        7. Tap Run Report. 

 

 

For more information, check out this article: Run a report with supplier totals. 

 

However, if you are referring to the supplier page, let's make sure to select the Supplier credit under Type. See the sample screenshot below: 

 

 

If the issue persists, I'd suggest performing primary troubleshooting steps to get the missing transactions back in QuickBooks Online. Sometimes cache stored up in the system can cause the product to misbehave.

 

To start, access a private browser or incognito. This browser won't save your browsing history, cookies, and site data. 

 

Here are the keyboard shortcuts: 

  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox)
  • Command + Shift + N (Safari)

 

If that works, go back to your default browser and initiate a clear cache to fix the unusual behavior. Here’s an article to help with the process: Clear cache and cookies to fix issues when using QuickBooks Online. Using another compatible browser is a good alternative too. 

 

I'll share these helpful articles about how to enter a returned or bounced cheque using a written cheque and run a report of uncleared cheques. 

 

Additionally, I recommend visiting this website: QBO Resource Center for ZA. This link provides you more details about our product improvements and free resources for running your business. 

 

If you are referring something else, let me know by clicking the Reply button below. I'm always here ready to help. Have a great day!

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