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A
aj-nealeytire-co
March 23, 2024
Question

Should vendor credits appear under a vendor when trying to pay a bill for that vendor? I can't see them and have confirmed the vendor credit exists to that vendor. Help?

  • March 23, 2024
  • 1 reply
  • 0 views
I have found a couple threads in the community pertaining to this but seems to be related to the desktop version. I have confirmed the Vendor credits exist when I search for them in the search bar but they do not appear under my vendor's account. I am so confused I feel like crying. Pleading for help as I'm trying to pay bills. Thank you!

1 reply

J
JoanaC
March 24, 2024

Thank you for bringing this to our attention, Aj. Let me go ahead and assist you with your credit vendor.

 

Yes, we can see the vendor credit. We make sure the filter is cleared or that "all transactions" is selected. One way to see a vendor's credit is through the pay bill window. 

 

Here's how:

  1. Go to +New.
  2. Under vendor, choose Pay Bills.
  3.  Tick the box beside your vendor's name. 
  4. Click Save and Close.

 

Please note: The vendor credit will only appear if the box is check.

 

For reference, please review the attached article on managing vendor credit: Enter vendor credits and refunds in QuickBooks Online.

 

Moreover, I have attached these articles for you to check and assist you manage your vendors: 

 

If you have any further questions about your vendors, please feel free to reply to this thread or create a new post. Have a wonderful day and take care!

A
aj-nealeytire-coAuthor
March 24, 2024

See the screenshots below so you can see what I see. I'm still having trouble understanding how to see all transactions.

 

When I filter the view to only see the vendor I want to pay, no Vendor credits appear on this list. See the second attachment

 

Some posts have said there is a secret button to show these vendor credits but I'm at a loss. Your help would be greatly appreciated!

 

AJ

 

A
AbegailS_
March 24, 2024

Thank you for providing the screenshot. It helps understand the issue you're facing with the vendor credit not appearing under the vendor when trying to pay a bill, @aj-nealeytire-co. 

 

Upon reviewing the screenshot, it appears that the reason the vendor credit is not showing is that you haven't clicked on the bill corresponding to the vendor credit. In QuickBooks Online, you need to select the bill to which the vendor credit should be applied. You should see the vendor credit associated with the transaction once you click on the box next to the bill.

 

See the screenshot below for your visual reference.

 

 

Alternatively, you can also create an expense for the specific vendor. From there, you'll be able to see the vendor credit and apply it to the expense transaction.
 

 

 

Refer to this article for more information: Enter vendor credits and refunds in QuickBooks Online

 

Just in case you need to process customer refunds in the future, you can also use this article as your guide: Void or refund customer payments in QuickBooks Online.

 

I'll be right here to help if you have any other questions. Just add a comment below. Have a good day!

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