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donna98
February 8, 2023
Question

Using Vendor Credits

  • February 8, 2023
  • 2 replies
  • 0 views

Hi All,  hope someone can help.  In the past you could go to pay a bill and if you had several credits for the same vendor, you could pick which credit you wanted to use.  However, now it seems that when you pay, either one bill or several, quickbooks will use different amounts of several credits.  I would like to use a particular credit, i.e., credit number and amount.  Any help would be appreciated.  Thanks.

2 replies

Rainflurry
Rainflurry
February 8, 2023

@donna98 

 

This is another major shortcoming of QB Online.  QB Desktop allows you to select specific credits but QB Online does not.  Frankly, it's baffling that Online doesn't have this functionality.  When you pay a bill in QB Online, you can select the amount of the credit, but not a specific credit memo.

    JessT
    JessT
    February 8, 2023

    Hi donna98,

     

    Thank you for coming into the Community with your concern about selecting a credit to apply for your bills.

     

    You still can select vendor credits to be applied as a payment to bills. All you need to do is open a bill and click Mark as paid. This opens the Bill Payment page, where you can see the other bills of the vendor and the available credits. From there, you can select which vendor credit should be used as a payment, as shown below.

     

     

    You wouldn't want to go to the +New and then Pay bills route because this won't let you choose a vendor credit.

     

    Feel free to go back to this thread if you need more help about paying your bills. Take care and have a good one!

    Rainflurry
    Rainflurry
    February 8, 2023

    @JessT 

     

    "You still can select vendor credits to be applied as a payment to bills. All you need to do is open a bill and click Mark as paid. This opens the Bill Payment page, where you can see the other bills of the vendor and the available credits. From there, you can select which vendor credit should be used as a payment, as shown below."

     

    I learned something new.  This is still an odd way for QB Online to work.  This should be an option from New > Pay bills.  Seems like an easy fix.

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