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September 15, 2020
Question

How do I clear credit values from customer accounts?

  • September 15, 2020
  • 1 reply
  • 1 view
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1 reply

AlcaeusF
Level 14
September 15, 2020

Welcome to the Community, @accounts-colourz.

 

You're referring to the customer's credit note, correct? If so, clearing them can be done in five easy steps. Here's how:

 

  1. In QuickBooks Online (QBO), go to the Sales menu at the left pane to get to the Customers page. 
  2. Click the customer's name and proceed to the Transaction List tab. 
  3. Locate the Credit Note and select it to open the transaction.
  4. Tick More at the bottom and choose Delete
  5. Hit Yes to confirm.

 

If you want to know more about creating/applying credit notes in QBO, check out this article: Create and apply credit notes or delayed credits in QuickBooks Online.

 

Please let me know if you're referring to something else or if you have any other concerns. I'll be more than happy to help. Have a good one!