Applying vendor credits individually myself

Good to see you here, @jrussell2. I'll help you apply your vendor credits in QuickBooks.

When you click the Pay Bills section in the +New icon, QBO randomly applies your open credits. Since there's a huge lump sum credit, you'll need to delete the bill payment that is linked to your vendor credit and bill. That way, you can apply the correct credits to the bill.

1. In the left navigation, click Expenses. Then, choose Bills.
2. Below, select Paid. Look for the Bill payment you want to Void or Delete.
3. Click the transaction to route you in its Bill form. In the upper right corner, below the PAID PAYMENT STATUS, tap the blue note "1 payment mad (amount)."
4. We'll be routed to the Bill Payment form. Tap the More option below. Then, select either Void or Delete.
5. A prompt message will show "This transaction is linked to others. Are you sure you want to void or delete it ?" pick Yes. Then, OK.

Once you are done, you need to return to the bill and apply the specific credit. Then, click the 'Mark as Paid' button. You can follow the steps below:

1. Click Expense and choose Bills.
2. Choose the Bill.
3. A Vendor credit will show on the right-side panel. Select the one we void or delete by clicking the Add option.
4. Review the transaction. Once done, click Save and close.

To learn more about the process above and how to reduce the balance of your customer transactions, please refer to the following links:

• Enter vendor credits and refunds in QuickBooks Online
• Create and apply credit memos or delayed credits in QuickBooks Online

I'll add the following resources that will assist you in managing your vendor transactions and generating reports that display all the money paid to a vendor throughout the year:

• View vendor transactions
• Run a report with vendor totals

Please feel free to click the reply button if you have other questions about applying for credits or anything related to QuickBooks. We're always here to assist. Take care.

Hi Dani,

I completely understand how important it is to maintain accurate financial records. I'm here to provide my assistance in guiding you through the process and making it as smooth and stress-free as possible.

To begin with, I recommend ensuring that the vendor credit is applied to the full amount of the bill. For the time being, please open your browser's private window. It isolates the cache, which is the common cause of a browser's unusual behaviour.

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

When this works, you may proceed to clear the browser's cache. This removes its stored cache to ensure the program performs efficiently. I recommend using another supported browser or device if you still encounter the same error.

Moreover, if the problem continues to persist, I suggest contacting our customer support team. They are well-equipped to provide you with comprehensive guidance on how to resolve any issues you may have with your financial records.

Here's how:

1. Log in to your account.
2. Click the Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose to Have us call you to connect with us.

I'll be adding some related articles to help you get your way around the Reports feature in QBO:

• Customize reports in QuickBooks Online 
• Run reports in QuickBooks Online

I hope this recommendation will help you in applying the total amount of the credit in QBO. You can comment below, and we'll respond to you as soon as possible.