![]() ![]() I got your back and I'm ready to lend a hand. Once connected, you can also request a screen-sharing session so they can further view and check your set-up.Īdditionally, here's a helpful resource that you can access to look for guides whenever you encounter navigating your QuickBooks account: QuickBooks Help page.įeel free to post here again if you have any other concerns in creating a credit memo in QuickBooks. If you're having trouble performing the task, I recommend reaching out to our Technical Support team to assist you in creating a credit note. For reference, feel free to check this article: Create and apply credit memos in QuickBooks for Mac. In QuickBooks Desktop for Mac, the steps in creating a credit memo or credit note and linking it to the existing invoice of the customer were already provided by my colleagues above. Thanks for posting here, I'm here to ensure you'll be able to apply a credit memo to the invoice in QuickBooks.įirst off, let me discuss information about the process. Simply tag me in your reply and I'll get back to you as soon as I can. I'm all ears if you need more help managing your credits and invoices. In the meantime, you'll want to manually apply the credit memo to your invoice.įurthermore, I've added this resource that contains details to help you efficiently manage your QBDT for Mac: QuickBooks Desktop Mac Guide. Click the Enable sending usage data to Intuit check box.On the Preferences pane, select Feedback.Go to the QuickBooks menu in your QBDT for Mac.This allows them to review your suggestion and possibly implement it in future updates. For the time being, I recommend sending your feedback to them. Rest assured our engineering team is working diligently in enhancing QuickBooks to meet the needs of our users. You have a fantastic idea, the moment, the option to automatically apply a credit memo to an invoice isn't available in QuickBooks Desktop (QBDT) for Mac. Please don't hesitate to let me know if you have any questions or concerns about this process. Check the credit that you are going to apply and click Done.Tick the box on the specific invoice, then select the Discount & Credits button.In the Customer Payment window, choose the customer on the Receive From box.On the dashboard, click on the Receive Payments icon.Confirm the transaction by clicking Done.Īn alternative way is to use the Receive Payments option.Choose which invoice you are going to apply your credit by ticking the box on the left side of the Date column.Click on the Use Credit to button drop-down.Make sure that it has the correct Customer or Customer job applied.Choose a credit memo from the list on the left panel.Select the Company and Transaction Center and click on Credit Memos.I've covered some steps below to help guide you through this process. You have two different options when applying a credit memo to a specific invoice in QuickBooks for Mac. Hey there, for reaching out to the Community for support. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |