Solved
Total Credit Memo
In QB, Total Annual Sales is minus Credit Memo.
Other than Exporting the entire year wroth of Transaction Details to Excel, is there a place in QB to see the total Credit Memo for the year? Thank you!
Hello there, @Erss.
I'm here to help you run a report showing the list of credit memos for the whole year in QuickBooks Desktop (QBDT).
You can pull up the Sales by Rep Detail report and filter the data and set the data range for the fiscal year. Let me guide you throughout the process:
- Open your QBDT account and select the Reports menu.
- Then, hover over the Sales section and choose Sales by Rep Detail.
- Once opened, click the Customize Report button.
- In the Display tab, set the correct date range for the fiscal year.
- Then, go to the Filters tab and search for Transaction Type. Then, select Credit Memo.
- Add additional columns or filters based on your desired info and click OK.
For reference in customizing your report, feel free to check this article: Customize reports in QuickBooks Desktop.
Additionally, I recommend visiting the following article to learn how to get the latest version of the report while you're in Excel: Export reports as Excel workbooks in QuickBooks Desktop.
Keep me posted if you still have questions or concerns with customer credits. I'll be around for you. Take care and have lovely day ahead.