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intuit-chapalaha
Level 1
posted
‎July 26, 2024 10:13 AM
last updated ‎July 26, 2024 10:13 AM

Need the Credit Note feature in the Quickbooks online International version

Our most critical need is the ability to apply a credit memo to a customer’s account. This feature is missing from the International version and is the subject of  Case number: xxxxxxxxxxx.

We need to find a work around until Intuit can add this feature into the software.

We also need the following:

Under Settings -> Account and settings -> Sales, we need the “Late Fees” section added to the software

Under Settings -> Account and settings -> Advanced -> Automation, we need the “Automatically apply credits” option added to the software
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2 Comments 2
ChristineJoieR
QuickBooks Team
QuickBooks Team
‎July 26, 2024 12:31 PM

Need the Credit Note feature in the Quickbooks online International version

I appreciate your effort in sharing an update about the credit note in the QuickBooks Online International version, Chapalaha. I'll make sure to help you succeed in reaching your goal.

 

Since our QuickBooks Online Technical support team has confirmed this case update, we suggest contacting them again to receive the latest information regarding this matter. They will also provide solution to fix the missing credit note feature.

 

Moreover, we understand you require a feature like late fees and automatically apply for credits within the QuickBooks Online International version. At this moment, this feature is available for the US QBO version. Nonetheless, we can submit feedback to our product developers.

 

Alternatively, we can consider third-party apps or integrations that offer enhanced credit management and automation features.

 

Here's how:

 

  1. On the left pane, choose the Apps tab.
  2. Click the Find Apps.
  3. Enter the keyword or name in the Search bar.
  4. Once done, similar apps will appear on the screen.

 

We can also visit this page for an extra reference: QuickBooks Online Apps Center.

 

Additionally, if you need to track your sales for the month, refer to this page that will help sort the data:

 

 

Should you need more help managing your company preferences QuickBooks Online? Keep me notified in the comment below. I'm here to ensure the smooth completion of your daily task.

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intuit-chapalaha
Level 1
‎July 26, 2024 04:59 PM

Need the Credit Note feature in the Quickbooks online International version

Tech support has documented the missing feature with screen grabs and admin access to our site. This is not a user error on our part.

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