Skip to main content
Aug 17, 2023 1:55 PM UTC
Question

Supplier Credit notes and QBO

How can I generate a report showing a list of credit notes issued to customers in QBO please

2 replies

Aug 17, 2023 2:54 PM UTC

Hi annmcdngh, thanks for posting on the Community.

 

You can run the Transaction List by Customer report to view a list of issued credit notes. To do this, after running the report, click the Filter button and add a filter with the following options selected on the drop-down menus: Filter: Transaction type; Operation: Equals; Value: Credit note. 

annmcdnghAuthor
Aug 18, 2023 12:22 PM UTC

Thank you very much for the quick response and opportunity to learn.