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Greenbriar
August 29, 2022
Question

I need to see which credit memos were applied to a specific vendor bill payment check

  • August 29, 2022
  • 1 reply
  • 0 views

I need to see which credit memos were applied to a specific vendor bill payment check.  I know how to run transaction history reports, etc.  But there is NO report that I can find that shows exactly what I am looking for.  A vendor is asking me which credit memos I used on a specific payment.  I can't tell her without creating a spreadsheet and then clicking on each credit memo line on a transaction history report, selecting transaction history on each credit memo during a period that may hopefully cover the bill payment and then noting the bill it is applied to in the spreadsheet.  Can we do better than this?

 

Brian

1 reply

C
Carneil_C
August 29, 2022

Hello, @Greenbriar.

 

I appreciate your interest in having a report in which credit memos are applied to a specific vendor bill payment check. However, this report is currently unavailable.

 

We recognize how beneficial it is for you and your business to improve the reports in QuickBooks Desktop. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here’s how:

 

  1. From the top menu bar, choose Send Feedback Online.
  2. Click on Product Suggestion.
  3. Click on the drop-down for Type of Feedback and select Product Suggestion.
  4. Select the Product Area, then enter your thoughts and suggestions.
  5. Once done, select Send Feedback.

 

Moreover, visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature, as well as the recent updates in QuickBooks.

 

In addition, you can find out more about managing reports in QBDT through the following articles:

 

Feel free to get back to me here if you have further questions about managing your reports in QBDT. I'm very eager to help. Take care!

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