How do I apply a vendor credit to the amount owed to vendor?

Hey there, @H-S. 

Thanks for taking the time to follow along with the thread. I hope you're enjoying the day so far. 

To pay vendors using a credit card, you'll want to use the steps I've included below. 

1. Go to the Vendor menu.
2. Select Pay Bills.
3. Click on the bill created.
4. At the bottom part of the page, select Credit Card under Method.
5. Choose a credit card account under Account.
   • 
6. Click on Pay Selected Bills.
7. Select Done.
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That should do it. For additional information about this process, please check out our Account Payables Workflow in QuickBooks Desktop. 

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

Nice to have you join this thread, @JLR-5150.

I want to make sure I address your concern accurately. Can you share with me what specific goal you're trying to accomplish and what you mean about the "add to check" area? Any additional information can help us narrow things down.

Furthermore, when using a vendor credit, please ensure that the bill is filtered to the vendor for whom the credit was created. This way, you can use the credit to pay the bill. I'll show you how. 

1. Go to the Vendors menu in your QuickBooks Desktop (QBDT) and select Pay Bills.
2. From the Filter By field, select your preferred vendor.
3. Select the Bill you want to apply the credit to.
4. Click Set credits to apply the credit to the bill and click Pay Selected Bills.

In case you received a refund from your vendor, please see this article for your reference on how to record it in your QBDT: Record a vendor refund in QuickBooks Desktop.

I'm always available whenever you need help with your vendor credits and QBDT. Our door is always open for you. Stay safe and more power to your business!

Hello there, @Karrob.

I'm here to help clear your invoices using the payment from a vendor in QuickBooks Desktop.

You can create a clearing account and use it as the payment account to mark bills and invoices as paid, at the same time. Let me show you how you can create and use your new account.

1. Go to Lists.
2. Select Chart of Accounts.
3. Under Account, select New.
4. Choose Bank.
5. Enter an account name. Say Clearing, Wash, or Barter Account.
6. Click Save & Close.

From here, you can create a journal entry to move the said amount of payments. Learn more about your clearing account with this article: Set up a Clearing Account in QuickBooks Desktop.

I've also got this article helpful in providing a different report you can use to determine the status of your accounts, financially: How does QuickBooks Generate Reports?.

Keep in touch if you need any more assistance with this, or if there's something else I can do for you aside from working with the payment accounts in QuickBooks. I've got your back. Have a good day!

I appreciate you joining the thread, Fifaleaf. I'll show you where to locate the +New icon so you can proceed with recording a check transaction.

Once you open your QuickBooks Online (QBO) account, you can hover your mouse on the left panel to see the +New menu. From there, you'll be able to enter the transactions you need under Customers, Vendors, Employees, and Other. For check entries, click on Check from the Vendors column.

I'm adding this screenshot for your visual reference.

However, if you're using QuickBooks Desktop (QBDT), follow these steps to create a check:

1. Open your QBDT file.
2. Go to the Banking menu, then Write Checks.
3. Fill in the details.
4. Save the transaction.

I'm adding these materials for more tips while managing your checks on both platforms:

• Create and record checks in QuickBooks Online
• Create, modify, and print checks

Aside from checks, you may also use bills to track transactions that you need to pay at a future date. Here are your references:

• Enter and manage bills and bill payments in QuickBooks Online
• Enter bills in QuickBooks Desktop

I'm happy to help you today! If you have other questions, let me know by leaving a comment below. Keep safe!

Hello there.

I want to ensure this is taken of. First, may I know more about your concern? Any information can help us resolve the problem.

It could also be best if you can send us a screenshot.

You might also want to consider changing your QuickBooks Community username as it appears to contain your company ID, which may compromise your privacy and security.

Please know that we're always here to help you out. Have a great day.

Hello there, Lu2015. I'm delighted to have you join the Community thread.

I understand how time-consuming it is to experience runtime issues when performing QuickBooks activities. When applying a vendor credit toward any open or future bill in the Pay bills window, please verify the date by clicking the Filter button. 

Additionally, QuickBooks periodically exhibits weird behavior and generates runtime errors as a result of a problem with the browser. In the interim, let's fix the issue via standard browser troubleshooting. Begin by applying for vendor credit to a bill in your QuickBooks Online account through a private window. The keyboard shortcuts are as follows:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

Return to your default browser and delete the cache if it was successful to start over. You can also use another compatible browser because the one you're using might experience a brief issue with QuickBooks Online.

You may want to visit this link to learn how vendor credits are applied in Online Bill Pay powered by Bill.com.

Please get in touch with us if you have any more queries or run into problems when using QuickBooks. We've always got your back, and I'm ready to lend a hand, Lu2015.

Thanks for joining in on this discussion, @LENE12. I'll be glad to assist you in applying vendor credits to your bills in QuickBooks Online (QBO).

From your scenario, it appears that you're receiving rebates from your vendor for your early bill payments. To apply it, let's create a vendor credit. Here's how:

1. Go to + New and click Vendor Credits.
2. Select a Vendor and enter the credit details.
3. Click Save and Close.
4. Go to + New and select Pay Bills.
5. Select the bills to pay. The credit will show in the CREDIT APPLIED column.
6. Click Save and Close.
    

However, if you want to place the rebate into your bank, we can record a bank deposit affecting Accounts Payable. To do that:

1. Go to + New and select Bank Deposit.
2. Select the Account.
3. In the Add funds to this deposit section, select the vendor and the Accounts Payable for the Account column.
4. Enter the amount and then Save and Close.
   

Once done, follow the first procedure to create a vendor credit and link them together through Pay Bills.

Furthermore, the vendor credit will appear in the CREDIT APPLIED column when paying bills. If it's not showing, it's most likely set up incorrectly. That said, we'll appreciate it if you'll walk us through how you've created them in QBO, so we can identify whether there's an error in the process.

Additionally, check out this article if you want a breakdown of the many aspects of your company, such as sales and expenses: Run reports in QuickBooks Online.

Keep in touch whenever you have additional questions concerning bills and vendor credits. We're always around to help. Stay safe and have a wonderful day ahead.

Hello there,

We're delighted to hear that the posted recommendation is of help. If you require further assistance working on specific tasks in QuickBooks, the Community is willing to assist you at any time. Have a great day ahead!