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LizD4
August 18, 2022
Question

linking a check to a member credit

  • August 18, 2022
  • 1 reply
  • 0 views

I need to link a check refund issued to a parent of a student in a booster organization. The students are listed as the "members" instead of customers, and parents may have more than 1 student in the organization. Our invoices are done by members(students) and sent to the parents, but the refund is written to the parents. How do I link a written check issued to a parent to the member(student)? The member is still showing a credit due.

1 reply

Candice C
Candice C
August 18, 2022

Good morning, @LizD4. 

 

Welcome to the Community! I'm glad you decide to come here with your question about linking a check to a member credit. Let's work together to fix this problem. 

 

Before digging further into this issue, I'd like to gather some details from you: 

 

  • How are these customer set up? ( Ex: Parent and sub customers, all individually as customers, etc.) 
  • Can you provide screenshots of the set up and issue as well? 

 

This will help me determine the best solution for your business. I'll be waiting for your response! 

L
LizD4Author
August 18, 2022

L
LeizylM
August 18, 2022

Hi there, LizD4.

 

Let me make it up to you by ensuring you're able to assign the check for the credit against the student account.

 

You'll want to deposit the  check and use accounts payable/vendor name as the source account for the deposit

 

Here's how:

 

  1. In your QBO, go to the magnifying glass at the top right to locate and open the deposit. 
  2. On the Account section, pick Accounts Payable (AP).
  3. Click Save and close. 

 

Once done, here's how to link the deposit to the vendor credit:

 

  1. Go to the +New at the top left to get to the Check. 
  2. Choose the vendor name in the Payee drop-down.
  3. From the Add to Check section, tick Add for the outstanding vendor credit and deposit. 
  4. To complete the process, click Save, and close.

 

For additional information, consider checking out this article: Enter a credit from a vendor.

 

I suggest getting back to this thread if you need assistance in linking transactions in QuickBooks Online. I'll be right here to help you out.

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