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1 reply

Angelyn_T
May 3, 2021

Hi, @sales-jscctv-co-.

 

Allow me to share with you some information about adding a credit note to QuickBooks.

 

With QuickBooks Self-Employed (QBSE), you can only add your transactions as income or expenses. You may enter your transaction manually, then pick the desired category to post it your to account correctly.

 

  1. Open your QBSE account, then click on Transactions at the left pane.
  2. Tap on Add transaction.
  3. Fill in the details, then save your transaction.

 

You can check out this link for more hints about categorising your transactions: Categorise transactions in QuickBooks Self-Employed.

 

On the other hand, if you're using QuickBooks Online, here's how you can create and apply credit notes or delayed credits.

 

If you have any other follow-up questions about adding a credit note transaction, please feel free to leave a comment below. I'm always here to help. Have a good one!