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S
SRSLTD
April 3, 2025
Question

Supplier Credit Notes

  • April 3, 2025
  • 1 reply
  • 0 views

Why is adding supplier credit notes so difficult?

 

The nature of my business means I get several of these a month applied to my Supplier accounts (Not Deposited to bank) 

 

I love the upload reciept feature for adding supplier invoices to the system and automatically filling in all of the information, but why on earth hasn’t this been setup to do the same for credit notes?

 

It’s actually making me want to find different software to use as adding them and applying them seems hugely overcomplicated. 

My previous software (Pandle), you put the credit note on, then it simply showed you open bills to apply it to. 

I feel like you have to jump through way too many hoops on QB..

 

Would it be possible to revise this? I can see there’s plenty of people online asking for similar. 

1 reply

J
JaneDave_I
April 3, 2025

This is not the experience we want you to encounter, SRSLTD. Allow me to assist you on how to raise this concern by submitting feedback, as we consider it an opportunity to develop solutions tailored to your business needs.

 

Currently, the option to automatically apply supplier credit notes to your bills is not available in QuickBooks Online. Thus, you still need to manually link your bills and generate supplier credit notes for them to take effect in the transaction.

 

That being said, I highly encourage you to submit feature feedback to our development team. Rest assured that we're going to review your suggestions in the next software update, subject to the number of users with the same issue.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.

 

Additionally, you can also read this page to have an overview of how QBO manage supplier refunds and credits within your account: Handle supplier refunds and credits in QuickBooks Online.

 

Moreover, here's an article you can check if you want to learn how to generate and manage a report with your supplier totals in QBO: Run a report.

 

Your satisfaction is important to us, SRSLTD. Feel free to revisit this thread if you have further questions or inquiries with regard to your supplier credit notes. We're always here to help.

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