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Erss
March 14, 2023
Solved

Total Credit Memo

  • March 14, 2023
  • 1 reply
  • 0 views

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!

Best answer by AbegailS_

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:

 

  1. Open your QBDT account and select the Reports menu.
  2. Then, hover over the Sales section and choose Sales by Rep Detail.
  3. Once opened, click the Customize Report button.
  4. In the Display tab, set the correct date range for the fiscal year.
  5. Then, go to the Filters tab and search for Transaction Type. Then, select Credit Memo.
  6. 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.

1 reply

A
AbegailS_Answer
March 14, 2023

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:

 

  1. Open your QBDT account and select the Reports menu.
  2. Then, hover over the Sales section and choose Sales by Rep Detail.
  3. Once opened, click the Customize Report button.
  4. In the Display tab, set the correct date range for the fiscal year.
  5. Then, go to the Filters tab and search for Transaction Type. Then, select Credit Memo.
  6. 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.

E
ErssAuthor
March 14, 2023

Thank you!

R
RCV
March 14, 2023

We appreciate you for coming back, Erss.

 

Thank you very much! I appreciate you taking the time to let us know that my colleague's solution was able to assist you. I also commend you for following the suggestions and utilizing all of your resources to arrive at the solution you have now.

 

As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!

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