Hello danddpharmacy, Welcome to the QuickBooks Community. QuickBooks Online like to keep working with credits, including supplier credits, as simple as possible so that you can easily manage your transactions. I can see how having them seemingly disappear or not show up when you're creating a supplier transactions can be a cause for concern, but I have an idea of what may have happened. I can explain. There are two ways to apply supplier credits in QuickBooks Online. Manually: meaning you would choose which credit applies to which transaction. Automatically: the program automatically applies a credit to an open supplier transaction on your behalf.In an effort to keep things easy, the program typically has the automatic option turned on by default, and I suspect that may be what happened here, especially if you're still able to see the supplier credit in the Expenses section of the program. You can check if this is the case and turn it off if it is by following these steps. Select the Gear icon. Choose Account and settings. Click Advanced. Select the Automation section. Toggle the option for Automatically apply credits to off if it was on (Note: The toggle will be grey if it's off). Click Save. Click Done to exit settings.That'll change your settings moving forward. For the transactions that may have already used the credit through the automatic process, what you can do is find and delete the payment transactions it's linked to, then re-enter the payments so that they're correct. You can see if a credit has been applied to a payment by opening the credit from the Expenses tab, then selecting the linked transaction. The linked transactions should be hyperlinked at the top of the credit. Here are a couple more articles that can help with these processes. Enter bills and record bill payments in QuickBooks Online Enter a credit from a supplier Let me know if what I've described fits your scenario. If not, please feel free to reply with more details about what's going on. Wishing you the best!

Question

Where have the supplier credits gone ?? Paying invoices for a compant and I have some credits to apply. Where have they gone as they were on the supplier list?

Forum|Forum|5 years ago
March 5, 2021
1 reply
22 views

No text available

QuickBooks Online

L

LauraAB

Level 8

Hello danddpharmacy,

Welcome to the QuickBooks Community. QuickBooks Online like to keep working with credits, including supplier credits, as simple as possible so that you can easily manage your transactions. I can see how having them seemingly disappear or not show up when you're creating a supplier transactions can be a cause for concern, but I have an idea of what may have happened. I can explain.

There are two ways to apply supplier credits in QuickBooks Online.

Manually: meaning you would choose which credit applies to which transaction.
Automatically: the program automatically applies a credit to an open supplier transaction on your behalf.

In an effort to keep things easy, the program typically has the automatic option turned on by default, and I suspect that may be what happened here, especially if you're still able to see the supplier credit in the Expenses section of the program. You can check if this is the case and turn it off if it is by following these steps.

Select the Gear icon.
Choose Account and settings.
Click Advanced.
Select the Automation section.
Toggle the option for Automatically apply credits to off if it was on (Note: The toggle will be grey if it's off).
Click Save.
Click Done to exit settings.

That'll change your settings moving forward. For the transactions that may have already used the credit through the automatic process, what you can do is find and delete the payment transactions it's linked to, then re-enter the payments so that they're correct. You can see if a credit has been applied to a payment by opening the credit from the Expenses tab, then selecting the linked transaction. The linked transactions should be hyperlinked at the top of the credit.

Here are a couple more articles that can help with these processes.

Let me know if what I've described fits your scenario. If not, please feel free to reply with more details about what's going on.

Wishing you the best!

C

Clara61

My Toggle to apply vendor credits is set to off ( all auto setting are off), yet still applies automatically?

N

Nick K

Hi Clara61,

Thanks for letting us know that even with the auto settings turned off your QuickBooks Online account is still applying credits automatically. I'd be happy to help you get this resolved so you can get back to business.

When QuickBooks isn't working how it's suppose to the first thing to try it clearing your cache and cookies. This is due to QuickBooks Online being dependent on your internet browsers health to work as it's designed. In order to clear your cache and cookies you can follow the steps in this article as each browser is different. Once cleared you can also try opening your QuickBooks Online account using a different internet browser, It's also recommended to try it in a private browser such as Google Chromes Incognito mode. If this continues to happen I recommend trying a different computer to see if it's still happening.

Should none of these steps work you can contact our support team so we can look into why this could be happening. You can reach us using the following methods:

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Have a great one!

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