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cherylrbarnard
February 14, 2023
Question

How do I get credits to show up as individual line items on check payments to vendors?

  • February 14, 2023
  • 2 replies
  • 0 views

QB automatically factors in vendor credits whenever I make a payment to my vendors and it just takes it out of the total due.  I have a vendor asking if we can provide the detail on the credit used whenever I make my next payment.  Is there a way in QB to get the credits to show up as individual line items on the check payment versus just less the amount in the check payment?

2 replies

R
rvrfrf
February 14, 2023

Thanks for getting in touch with the Community, cherylrbarnard.
 

I can certainly understand how an ability to have credits show up as individual line items on vendor check payments could be useful and have submitted a suggestion about it as of today.
 

You can submit your own feature requests while using QuickBooks.
 

Here's how:
 

  1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....


     
  2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.


     
  3. Enter any suggestions/feedback in the Here is my suggestion: field.

  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.


     
  5. Select Send Feedback.


Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to accomplish.
 

I've included a detailed resource about vendor check payments which may come in handy moving forward: Pay bills
 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Tuesday!

BigRedConsulting
BigRedConsulting
February 15, 2023

@rvrfrf  RE: I can certainly understand how an ability to have credits show up as individual line items on vendor check payments could be useful and have submitted a suggestion about it as of today. You can submit your own feature requests while using QuickBooks.

 

Why would you send a customer to submit a suggestion for something QuickBooks already does?  Please clarify how that is helpful?

K
KarynDMM
August 17, 2023

This feature would be amazing. 

BigRedConsulting - I think that the ability to show the credits might be linked to which version of QB is in use, or maybe what version.  I am at a client's and their version does not allow for credits to show on the receipt portion of the bill pay.  QB even has a note that tells the operator that the credits did not show up on the invoice.  It really is annoying, especially since there is a note that comes up, so QB knows that it poses a challenge to both AP and AR.

I am not sure which version the client is on, it is likely an older version, but fingers crossed that this feature is available with newer versions, as you noted that it is available with your version. 

 

BigRedConsulting
BigRedConsulting
February 15, 2023

RE: Is there a way in QB to get the credits to show up as individual line items on the check payment versus just less the amount in the check payment?

 

Yes, when you print bill payment checks - with the voucher - after paying bills where credits or discounts are applied, that detail prints on the voucher.

 

Here's an example, after paying three bills and applying a credit to each one:

 

 

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