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E
erintrolinger01
October 18, 2024
Question

Credits

  • October 18, 2024
  • 1 reply
  • 0 views

Hello, I applied a credit to a bill and I want to unlink them. 

I applied a credit to a vendor bill then ended up voiding the check. 

All the other bills from the voided check are back in the "pay bills" area except the bill I applied the credit to. 

I'd like to unlink the credit from the bill and pay the bill with a check. 

1 reply

G
GlinetteC
October 18, 2024

I'm happy to help you remove the credit from a bill in QuickBooks Desktop, erintrolinger01.

 

You can follow these steps:
 

  1. Locate the vendor credit first.
  2. Click on the Bill radio button to switch the transaction type from credit to bill,
  3. Then click Save & Close. 
  4. Next, open the bill that shows up and switch it back to credit by selecting the Credit radio button, then hit Save and Close. 
  5. When asked if you want to change the transaction, choose Yes.

 

You can learn more about the process by checking out this article: Remove or unapply a credit from an invoice or bill.

 

Moreover, you'' want to generate vendor reports to understand your company's financial position regarding expenses and accounts payable: Customize vendor reports

 

You can always add a new post in this thread if you want to discuss managing expenses or any other QuickBooks tasks. I'm always here to help you in any way that I can. 

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