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clarec9
September 19, 2023
Question

Vendor Credit

  • September 19, 2023
  • 1 reply
  • 0 views

I have a vendor credit for a returned product and I am unable to access it when I select the bills to be paid. I go to Vendors - Pay Bills and select the bills for the vendor, but the Set Credits button is disabled so I can't apply the credit memo to the vendor payment. My payment method is set to check. Is there another way to apply a vendor credit to a payment? Thank you.

    1 reply

    OnTrack Team
    OnTrack Team
    September 19, 2023

    @clarec9,

     

    Make sure that the credit is posted to the same vendor and that it is open.

     

    Go to that vendor in the Vendor Center, click on Open Balance (in the upper-right section), and make sure it shows both, the bill and the credit.

     

    In the Pay Bills window you have to check off the bill to have the Set Credits button enabled.

     

    If you still cannot get it, it may need some further troubleshooting like doing a Rebuild, etc.

     

    Let us know if this helps.

     

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    About OnTrack:

    C
    clarec9Author
    September 19, 2023

    Thank you for the reply, OnTrack.

     

    Unfortunately, it did not resolve the problem. The credit did show up in outstanding bills in the vendor center and checking the bills in the Pay Bills function did not result in activation of the set credits button.

      K
      Kurt_M
      September 19, 2023

      Hello there, @clarec9.

       

      Thanks for letting us know about this here in the Community space. Upon checking here on our system, currently, there's no ongoing investigation or similar cases to your situation. If you've clicked the checkbox for the vendor you want to set the credits with, the Set credits option won't be grayed out. If the issue persists after doing so, let's perform some basic troubleshooting to rule out the possibility of having problems with the program. We can utilize Verify and Rebuild to determine the root cause of the issue and have it addressed so you can proceed to set the accurate credits for the transaction. We'll write down the steps to get you going:

       

      1. Go to Window then select Close All.
      2. Go to File, then select Utilities.
      3. Select Verify Data. If you see:
      4. QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
      5. An error message—search for it on our QuickBooks Desktop support site for how to fix it.
      6. Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

       

      See this page for more details: Verify and Rebuild Data in QuickBooks Desktop.

       

      If the issue persists, we'd recommend contacting our Customer Care Team so they can access your account in a secure environment to conduct further investigation about the problem. You can visit this article for more information: Contact QuickBooks Desktop support.

       

      In addition, you can check these articles to ensure your data stays accurate, learn how to handle refunds, and add more details to your report inside QBDT:

       

       

      @clarec9, you can mention my name in the comment section below or visit the Community space anytime if you have any other concerns related to the program. Stay safe, and have a good one!

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