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gracoroofing
June 29, 2020
Question

Vendor credit

  • June 29, 2020
  • 1 reply
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We had a list of bills that were paid using the wrong method. No big deal, we went in and deleted the bill payment so they could be paid with the correct method. When we deleted the bill payment, we recovered all of the bills but the credits that were applied to the bills we paid are nowhere to be found. How do I recover these credits so they may be applied to the correct bills and so those bills may be paid correctly?

1 reply

J
JamesM
June 29, 2020

Hi there, 

 

Mistakes like these are common. The good thing is QuickBooks was carefully designed so you can seamlessly navigate the program. I'd be happy to assist you with finding transaction that may have been lost or deleted.

 

Before we start, it's important to note that when you delete a transaction, you completely erase it from your books. It won't appear anywhere on your reports or in your accounts. You can use your Audit Log to recover some details, but you can't recover the transaction. So if you need to recreate the transactions, you can do that by clicking the New (+) icon and select the type of transaction you'd like to recreate. I recommend using the audit to check for the transactions and use that data to recreate them. 

 

Here's how to take advantage of the Audit log:

  1. Select Settings ⚙️.
  2. Select Audit Log.
  3. From the Filter ▼ drop-down menu, select the appropriate user, date, and event(s).
  4. Select Apply.
  5. From here, you can view all the key information. 

Note:

  • Audit Log only works for transactions that were saved.
  • There is no available report for deleted transactions.
  • Consider voiding a transaction instead of deleting or completely removing it from your records.

Give this a try and feel free to keep me posted on how you make out. In case you have other questions, feel free to contact our support team using this link here.

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