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bstutzman
February 21, 2023
Solved

How to assign a return to a vendor to multiple customers?

  • February 21, 2023
  • 1 reply
  • 0 views
The company credit card is linked to QBO so the feed is automatic.  I have a transaction, return to vendor, that when in the main screen a customer can be selected. but when you go to split it between multiple customers, this options disappears.
Best answer by bstutzman

Let me point you in the right direction for assistance, @bstutzman.

 

I want this to get sorted out immediately to allow you to assign the money returned from your vendor in QuickBooks Online (QBO). Thus, I suggest you contact our Technical Support Team. In this manner, our phone support can securely access your account to investigate further and provide fixes while maintaining your privacy. Also, they have tools to trigger a further investigation if need be.

 

Here’s how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.

 

Keep us posted regarding this matter to ensure that everything will be sorted out. The Community is always here for you. Stay safe!


It appears that i was able to figure out the solution.  Tech support wanted me to create an invoice for each dollar amount, which could have worked but didnt seem correct to me.

So what I did was create a Credit Card Credit, made sure the date matched the transaction i was working on, applied each dollar amount to individual items and customers as needed.

Once this was saved, i went back to the Banking section and just matched it to that credit, thus applying the correct amounts to each customer without multiple invoices being created.

1 reply

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RoseJillB
February 21, 2023

I will be delighted to help you with assigning the customers for the return transactions to the vendor in QuickBooks Online (QBO), @bstutzman.

 

Since you already have the transaction on your bank feeds, we can go to it and split this to multiple customers. However, please take note that you’ll also need to split the amounts with your customers accordingly. You can start by proceeding to the steps below:

 

  1. Go to the Banking menu and select the Banking tab.
  2. From there, look for the transaction intended for the returned item. Ensure to toggle to Categorize section to see the Split button.
  3. Verify the transaction and tap it twice to maximize and click the Split button.
  4. From the Split transaction window, add the details necessary to divide the amounts accordingly, and select the name of the Customer under its designated column.
  5. Lastly, select Apply and accept.

 

On the other hand, if you do not see the options outlined above. Then, you might need to perform basic troubleshooting steps. A historical cache can sometimes cause unusual behavior while using the application.

 

We can launch the website in a private or incognito browser. Your browsing history won't be saved in this mode, which also aids in isolating any website problems.

 

Then proceed with clearing your computer cache. It is to keep this from happening again. You can also opt for other supported browsers if you have one.

 

Once sorted out, categorized, and matched your transactions, you can start reconciling them to avoid discrepancies.

 

Keep us posted if you have more concerns about splitting the transaction. The Community is always here for you. Stay safe!

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bstutzmanAuthor
February 21, 2023

@RoseJillB , this is the screen i get when trying to split this particular transaction.  as you can see, there is no customer option.

I have tried in multiple different browsers and it only happens when it is a transaction that is a return to a vendor.  all other transactions i am able to split between customers without issues.

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Kurt_M
February 21, 2023

Thanks for getting back in the thread, @bstutzman. I'm joining the conversation to help you out of this situation and complete your tasks inside QuickBooks Online (QBO).

 

Before we dig deeper into this, may I know your current QBO subscription? Are you using the Simple start version? Please know that options may vary and will depend on the subscription you're utilizing. It could be why you don't see the field that my colleague is referring to in her screenshot.

 

 If you're unsure what version of QuickBooks you're using, I can input the steps below to help you check. Here's how:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. On the top-right corner, click the Gear icon and then choose Account and settings.
  3. Select Billing & subscription.
  4. Review the information in each section.

 

Another workaround to help you get through your current situation is to receive payment for those transactions and ensure that the receiving account is the Undeposited Funds accounts. Once done, create a deposit for those transactions to  match them to pending bank transactions in your bank feed. 

 

I'll gladly input the steps below to get you started. These are the steps:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the +New button.
  3. Under OTHER column, choose Bank deposit.
  4. From the Account ▼ dropdown, choose the account you want to put the money into.
  5. Click the checkbox for each transaction you want to combine.
  6. Make sure the total of the selected transactions matches your deposit slip. Use your deposit slip as a reference.
  7. Select Save and close or Save and new.

 

See this article for further guidelines: Record and make bank deposits in QuickBooks Online.

 

To add up, I'd also encourage you to check this page in case you encounter issues after reconciling an account in QBO: Fix issues at the end of a reconciliation in QuickBooks Online.

 

Please don't hesitate to post here again if you need further assistance with this, @bstutzman. It'll be my pleasure to assist you once again. Stay safe, and have a nice day!

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