Thank you for the details. Question, if I use the Non-Inventory option do I need to create one for each different item that we donated? And check off that I sell the product to our customers? I just don't want this to interfere with our inventory since we do not use QBO to track it. Thanks! ... View more

We are a US Corporation so I am just wondering what steps I need in order to do this. When I search in QBO it wants be to go through and choose the inventory item that QBO tracks but this feature is turned off. ... View more

I've done all of these steps but now when I am trying to reconcile our account in QB my numbers are off. For example, let's say the invoice was for $1500 and I applied the $750 credit, when I go to reconcile, the bank deposited the $1500 but now QB says the invoice amount is $750 because of the credit. So now I am off by the $750. I am not sure how to fix this problem. Any help would be great. ... View more

Hi, the instructions worked great but I'm just wondering how I match the amount of the refund? When I click on Find Match it doesn't find the credit memo. Maybe it's not supposed to but I'm not sure how to reconcile it in our bank account. It's just showing as an Uncategorized Expense right now. Thanks! ... View more

Thanks for replying. I'm doing sales receipts because we just received payment and it has always worked in the past so I'm not sure why it's not working now. Maybe QBO changed something? I guess I will change to invoices, I just don't understand why it has worked for me the last 4 years until now. Thanks! ... View more