jimport
Senior Member
- Location
- Outside Baltimore Maryland
- Occupation
- Master Electrician
Can anyone describe the procedure when materials are bought in one month and returned for credit in another month. I am trying to reconcile an account.
Quickbooks returns
- Thread starter jimport
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PetrosA
Senior Member
- Location
- Lancaster, Pennsylvania
I have this same issue. IIRC, my accountant said you need to deposit the credit in Quickbooks so that the money doesn't end up hanging around forever in the credit column. I don't remember exactly how he did that though...
Click "enter bills" on your home screen
On the top left of this screen you can choose "bill" or "Credit". Select "credit"
Enter the information required on this form
Save and close and click on "pay bills" on your home screen.
On this screen you can select bills to pay and on the bottom you can apply your credits.
Hope this helps
After re-reading the OP I think I may have misunderstood the original question. I think you may be asking where to apply the credits because the original invoice has been paid and you can not apply credits to it. If that is the case I'm afraid I'm not much help. I think I have just applied the credit to a different invoice on the same job in the past.
On the top left of this screen you can choose "bill" or "Credit". Select "credit"
Enter the information required on this form
Save and close and click on "pay bills" on your home screen.
On this screen you can select bills to pay and on the bottom you can apply your credits.
Hope this helps
After re-reading the OP I think I may have misunderstood the original question. I think you may be asking where to apply the credits because the original invoice has been paid and you can not apply credits to it. If that is the case I'm afraid I'm not much help. I think I have just applied the credit to a different invoice on the same job in the past.
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