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A
AmandaC67
August 20, 2024
Question

Snap Credit Note

  • August 20, 2024
  • 1 reply
  • 0 views

Using the app to snap receipts/supplier invoices, but what happens when I get a credit note.  Is there a way to select it as a credit note rather than invoice so that it uploads correctly as a credit note. 

1 reply

M
Maybelle_S
August 20, 2024

The snap feature for credit notes is unavailable in the QuickBooks Online (QBO) mobile app, Amanda.

 

Snapping credit notes is essential for your business as it streamlines managing credits, maintains accurate records, and integrates them into your accounting system without manual data entry.

 

While this feature is unavailable in the QuickBooks Online (QBO) mobile app, I suggest sending feedback to our product development team. Your input can help us prioritize and potentially include this feature in future updates.

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

In the meantime, you can manually enter credit notes in the web browser. It's to ensure credit notes are accurately recorded and integrated into your accounting system.

 

Visit this link to create and apply a credit to customer transactions: Create and apply credit memos or delayed credits in QuickBooks Online.

 

Additionally, check out these articles below to know the QuickBooks mobile app features comparison and how to manage customer's credits: 

 

 

We value user feedback and are committed to improving our services to meet your needs. Let us know if you have other questions about credit notes or need further assistance. I'm always here to help.

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