Tracking expected supplier credits for RMAs

Hi PMoore1,

I really appreciate the example you've shared of the kind of situation you're looking to track in QuickBooks Online. With it, I've got a good sense of what you're looking to do and can go over the options in QuickBooks so you know what steps you can consider moving forward.

In QuickBooks Online, a supplier credit is a non-positing transaction. What this means is that although the entry is created, it doesn't impact the numbers in your books until it's applied against a bill or expense. With this in mind, you could create the supplier credit in QuickBooks from the moment you're expecting it and use the Memo field or some other field to note that this is a pending credit. Once you've actually received the credit, you can open it again by selecting it in the Expenses section and update the memo or note as needed.

What you're looking for with adding a status to the credit or creating some sort of pending transaction before the credit is received isn't currently possible in QuickBooks Online. You're welcome to explore other workarounds if you'd like, such as tracking it outside of QuickBooks or potentially using a purchase order which does have a status option. A purchase order, like a credit, is also a non-posting transaction and may work for you.

My biggest recommendation here is to submit feedback to our product development team. They welcome ideas from QuickBooks Online users because it helps shed light on the ways that people are using the program and what features they'd like to see. It's just a few simple steps, which are outlined here: How do I submit feedback?

I hope this helps. Don't hesitate if you have more questions.