![]() ![]() You'll see the 1 payment made button, click that and select the date.Look for the customer you want to check and click the Credit Memo. ![]() Tick the Filter field and check the Transaction Type box.Once opened, set the desired date and then click the Customize button.Scroll down to the Sales and Customers section and click Transaction List by Customer.You can open pull up the Transaction List by Customer report to see which invoice the credit was applied. I'm always here to help you with credits in QuickBooks Desktop. Please let me know how it goes or if you ran into a different situation by leaving a Reply below. You'll see the invoice linked that credit.In the Credit Memo screen, press CTRL+H together.Locate and open the appropriate credit.Regarding credits applied to the invoices, you can follow the steps below to determine what invoice is linked to the credit. When prompted about changing the transaction, select Yes.Open and change the transaction type again, from Bill to Credit by selecting the Credit radio button, then Save and Close.Select the Bill radio button to change the transaction type then Save & Close.Locate and open the appropriate vendor credit.Then edit the transaction again by selecting the credit and save it again. Change the credit to a bill and you are warned it will unlink it from the bill. To clarify the steps above, you can simply edit vendor credits. I'm here to clarify the steps I've provided above and helped you determine the credits applied to the invoices. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |