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JamesWoodcock
Apr 28, 2021 2:51 PM UTC
Solved

Supplier Refund sent to my linked bank account in QB

I want to clear a supplier refund that has come through my automated bank feed. I can add as a deposit on the screen however under account I can't find Creditors (Account Payable) account. I can only find Debtors ?  

MadelynCAnswer
Apr 28, 2021 11:40 PM UTC

I’ve got you covered, @JamesWoodcock.


I appreciate you for reaching to the Community for assistance. Let me share some information here to get this supplier refund settled.

Go to your Chart of Accounts (COA) and make sure it’s active and the account name is correct. If it’s set up under a different name, you can edit it. Here’s how:

 

  1. Select the Accounting menu, then Chart of Accounts.
  2. Look for your account, then click the small drop-down arrow beside View Register.
  3. Choose Edit.
  4. Update the name of the account.
  5. Click Save and Close.


I’ve added this reference to learn how to handle supplier credits and refunds in QuickBooks Online. This contains complete instructions to make sure everything is accurate.


Get back to me if you have any other refund concerns. I'm a few clicks away to help. Have a good day!

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1 reply

MadelynCAnswer
Apr 28, 2021 11:40 PM UTC

I’ve got you covered, @JamesWoodcock.


I appreciate you for reaching to the Community for assistance. Let me share some information here to get this supplier refund settled.

Go to your Chart of Accounts (COA) and make sure it’s active and the account name is correct. If it’s set up under a different name, you can edit it. Here’s how:

 

  1. Select the Accounting menu, then Chart of Accounts.
  2. Look for your account, then click the small drop-down arrow beside View Register.
  3. Choose Edit.
  4. Update the name of the account.
  5. Click Save and Close.


I’ve added this reference to learn how to handle supplier credits and refunds in QuickBooks Online. This contains complete instructions to make sure everything is accurate.


Get back to me if you have any other refund concerns. I'm a few clicks away to help. Have a good day!

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