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Su Brown and Associates, PLLC Certified Public Accountants 77 Southway, Suite B, P.O. Box 1454, Lewiston, Idaho 83501
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Telephone 208-743-7790 Fax 208-743-7363
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QuickBooks Tip Credits in Accounts Payable
The newer versions of QuickBooks have made viewing or applying of credits somewhat more difficult. Credits no longer show up on the Pay Bills screen, instead they are in a secondary screen, behind the Set Credits button |
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Applying credits - You can apply a credit with or without making a payment. Go to the Pay Bills window, then checkmark a vendor's bill. If a credit exists it will show up as "Discounts & Credit Information for Highlighted Bill". |
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Click the "Set Credits" button. If you have checkmarked more than one bill to apply the credit to, the credit will be applied to the highlighted bill. This bill's information will be displayed in the Set Credit screen. If you have more than one credit, you can choose the credit to apply and choose the amount to use.
If applying credits to more than one bill, you must enter the "Set Credits" on each invoice.
If you are applying a credit but not paying the bill, you must zero the "Amt. To Pay" before saving.
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Creating a list of accounts receivable credits - To obtain a report that will identify available vendor credits, go to Reports, Vendors & Payables, and then Unpaid Bills Detail. Go to Modify Reports, then Filter. Add the filter "Transaction Type" and select "Bill Credit".
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