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1 reply

JasroV
Level 8
April 16, 2020

Adding credit is easy, @iwanwilliams1.

 

You'll want to go to the + New button and create a credit note from there. Let me show you how.

 

In your QuickBooks Online (QBO):

  1. Go to the + New menu.
  2. Select Credit note or Give credit.
  3. Fill in the needed details of the credit.
  4. Click Save and close.

Here's an article you can read for more detailed steps in entering a credit note: Enter and apply credit notes and delayed credits in QuickBooks Online.

 

However, if you're referring to importing your credit notes to your QBO. You can refer to this great resource that can guide you through the detailed steps: How to import credit notes

 

In case you need to learn some tips on managing your QBO account, I suggest checking our Help articles page for reference. From there, you can read helpful articles that can guide you accurately in your future tasks.

 

Let me know if there's anything else you need help with. I'm more than happy to help you. Keep safe and stay healthy!