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Enter a credit from a supplier

How you enter the credit depends on how you record your purchases. Choose the section below that applies to you. If you’re not sure, ask your accountant.

Use these steps if you enter bills to track your expenses. This makes sure the credit hits the expense account you use for this supplier.

Create a supplier credit

  1. Select + New.
  2. Select Debit Note.
  3. In the Supplier dropdown, select your supplier.
  4. Depending on how you record purchases with this supplier, enter the Category details. Usually, this is the category, product, or service you’re getting a credit for.
  5. Select Save and close.

Apply supplier credits to a bill

You can apply a supplier credit toward any open or future bill. When you’re ready to use the credit, here’s how to do it.

  1. Select + New.
  2. Select Pay bills or Pay bill.
  3. Select a bill for your supplier from the list. You'll see the available credit with this supplier in the Credit Applied field.
  4. Complete the rest of the fields like you normally do.

To track credits for your suppliers, you should consider entering bills in QuickBooks. This way, you can track your account balance and credits using Accounts Payable. Otherwise, you can enter a note to remind yourself about this credit in the future.

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