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March 21, 2024
Question

Can anyone assist with how to raise a credit note in QBooks online. the online help speaks of create new credit note - which doesn't seem to feature on my pages or tabs?

  • March 21, 2024
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1 reply

March 21, 2024

I want to ensure you can create credit notes, natalie48.

Beforehand, could you please send us a screenshot where the Credit Note feature is not visible? Any information and screenshot provided will help us resolve the problem.

 

In QuickBooks Online (QBO), you can create a Credit note by clicking the +New button. Here's how:

 

  1. Go to the +New button.
  2. Under Customers, select Credit note.
  3. Choose your customer from the drop-down arrow.
  4. Enter the other information needed.
  5. Hit Save and close.

 

You can check this link to learn more about applying credit notes in QBO: Learn how and when to give a credit note or delayed credit.

 

Moreover, here's an article to help personalise and add specific info to your transactions: Customise invoices, quotes, and sales receipts.

 

Feel free to reach out with any additional concerns about creating customer transactions. I'm here to assist you.