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1 reply

Level 9
March 20, 2024

I'll walk you through creating a customer credit note in QuickBooks Online (QBO), karen.

 

After you log in to your QBO account, you can go to the +New button from the home page and continue with these steps to complete the process.

 

  1. Under the Customers column, click Credit Note.
  2. Add the necessary details.
  3. Once done, click Save and close.

 

You can check this link to learn about applying credit notes in QBO: Learn how and when to give a credit note or delayed credit

 

Be sure to post again if you have more concerns about creating transactions for customers. I'm here to help you.