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April 28, 2021
Question

How do i match a supplier credit to a bill

  • April 28, 2021
  • 1 reply
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1 reply

April 28, 2021

That's easy, caryn-botma-voda.

 

I can show you how to link a supplier's credit to their bill. First, let's create a supplier credit. 

 

  1. Click the + New button from the left menu.
  2. Click Supplier Credit under the Suppliers column.
  3. Select the supplier Name, Date, Amount, and Account or Item. 
  4. Click Save and close.

Then, we'll use the Pay bills window to link an existing supplier bill to the credit we just created. Here's how: 

 

  1. Go to +New and then click Pay bills.
  2. Select the supplier's name under PayeeBank/Credit account, and then the Payment date
  3. check the Bill under Outstanding Transactions and the Supplier Credit under the Credits section.
  4. Review the amount paid and then Save and close

For more details, you can use these links in handling supplier transactions: 

 

Just mention me in your reply and I'll be here to help with any questions you have with QuickBooks. Take care and keep safe!