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September 29, 2023
Question

How do I Bookmark the credit memo?

  • September 29, 2023
  • 1 reply
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1 reply

JaeAnnC
September 29, 2023

I can see that your business has a definite need, @clroses-worldonl. Allow me to address your concern about bookmarking a credit memo in QuickBooks Online (QBO).

 

It's a great initiative to bookmark a credit memo in QBO so you can easily access it without searching for it every time. Currently, this feature is unavailable in the program.

 

We recognize the need for this option to streamline your bookkeeping process. Your feedback is valid, and we'd like to help you share this valuable insight with our software engineers. This way, they can consider incorporating this feature in our future product enhancements. To do that:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your feature request, then hit Next.

 

Additionally, I'm sharing this article to guide you on how to link a credit note to an invoice to reduce a customer's balance: Create and apply credit notes or delayed credits in QuickBooks Online.

 

Please don't hesitate to swing by the Community if you need further assistance with credit memos. I'm always available 24/7 to continue helping you. Keep safe and have a great rest of the day!