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billman
July 6, 2022
Question

Credit a Sales Invoice

  • July 6, 2022
  • 1 reply
  • 0 views

Why can't I create a credit directly from a sales invoice?  It seems that the only way to make a credit note is to start a new one or copy an existing one.  The desktop version could also take a sales invoice and generate a credit note directly from there.  It then has all of the details from the invoice so there is no re-typing everything and less chance of error.  But, online does not have that option.  Why? 

 

I submitted a feedback request about this, but I don't know if that really makes any difference. 

1 reply

T
Trish_T
July 6, 2022

Hi billman,

 

Thanks for reaching out here.  QuickBooks Online provides the features you need to accomplish your daily bookkeeping goals with peace of mind.  As you've noticed, there are some differences between QuickBooks Desktop and working in the cloud with QuickBooks Online.  I'd be happy to provide more information so you're on the right track with completing your QuickBooks goals!

 

Creating a Credit Memo in QuickBooks Online can be done in just a few steps and you can have them automatically applied to save valuable time.  As you've mentioned, a suggestion was submitted to our Development team and you can review the status of new features and product updates here.

 

If there's anything else we can assist you with, please don't hesitate to reach out to us again.  Assisting you is our number one priority and we're always happy to help!
 

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