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Rachel Mac
June 20, 2023
Solved

Applying a specific supplier credit to a specific supplier bill

  • June 20, 2023
  • 1 reply
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Whenever I try to apply a specific supplier credit to a specific supplier bill, QBO applies the credit in smaller amounts to multiple outstanding bills. Whenever I follow the guidance online. When I deselect multiple bills, it makes no difference and QBO still applies supplier credits to bills in a really odd way. It seems to be a bug? I can see someone asked this same question 2 years ago but the question and responses were deleted. 

Can anyone provide guidance or a workaround? Thank you. 

    Best answer by Ashleigh1

    Hello Rachel, there is no other way of doing it, it is a case of you having to deselect the other open bills/credits when your applying credits even if you are clicking make payment to a specific bill, this is because the system provides with options for applying the credit appropriately. The system allows them to choose how you want to allocate the credit among the open bills.

    1 reply

    M
    Maybelle_S
    June 20, 2023

    Let's work together to resolve the issue of applying a credit to a bill in QuickBooks Online (QBO), Rachel Mac.

     

    When applying a credit to a bill, it should generate a specific amount, and the Amount Paid should be zero. To ensure this process is carried out correctly, let's go through the following steps together:

     

    1. Go to the Expenses menu.
    2. Locate the specific bill you want to apply for the credit.
    3. Verify the Amount Due on the bill is the same as you wish to offset with the supplier credit.
    4. Select Make payment.
    5. Apply for the credit.
    6. Double-check the calculation.
    7. Hit Save and close.

     

    If the issue persists, I suggest accessing your account using a private or incognito window. It will help us identify it it's related to browser caching.

     

    Using a private window helps us verify the issue, as this doesn't save any data files. You can utilize these keyboard shortcuts when opening an incognito window.

     

    • Ctrl + Shift + N for Google Chrome browser
    • Ctrl + Shift + P for Mozilla Firefox & Microsoft Edge browsers
    • Command + Shift + N for Safari browser

     

    If it works, go back to your regular browser and clear the cache. If not, use other supported web engines to learn what computer and browser are needed for the best experience when using QuickBooks.

     

    Let me know if you have any questions or additional information you can provide. Together, we'll work towards resolving this problem with the supplier credit application in QuickBooks Online.

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    Rachel MacAuthor
    June 22, 2023

    Thank you, this does allow me to apply the credit, however I think because the credit is a partial credit on the bill, multiple bills and credits must first be deselected from the expenses area. Is there a way to apply partial credits to specific bills without having to deselect all open bills / credits? Or is there a different process for partial credits as I note your guidance states "Verify the Amount Due on the bill is the same as you wish to offset with the supplier credit"? 

    Thanks in advance. 

    A
    Ashleigh1Answer
    June 22, 2023

    Hello Rachel, there is no other way of doing it, it is a case of you having to deselect the other open bills/credits when your applying credits even if you are clicking make payment to a specific bill, this is because the system provides with options for applying the credit appropriately. The system allows them to choose how you want to allocate the credit among the open bills.

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