MichelleBh
Moderator
Moderator
‎September 07, 2021 06:42 PM

Manage customers and income

Thanks for joining in this thread, @Vinolia Botswana.

 

Let me add a few details about your customer credit in QuickBooks Online (QBO). This way, I can guide you accordingly.

 

Yes, you can use the Delayed credit in recording the customer transaction in QBO. You can follow the steps outlined by Kass_B - Product Champion above. I also added sample screenshots for your reference. 

 

To learn more about managing customer credit, see this article: Create and apply adjustment notes or delayed credits in QuickBooks.

 

Additionally, you have an option to run the Transaction List by Customer report in your account. Then customise it to show all of the credits you entered into the system. 

 

Here's how: 

  1. Go to the Reports menu on the left side. 
  2. Type the said report in the search box, and press enter on your keyboard.
  3. Click the Customise tab.
  4. In the Transaction Type drop-down, choose Credit. 
  5. Filter the necessary fields, then select Run report. 

 

For more information about customising, visit this link: Customise reports in QuickBooks Online.

 

Feel free to click these articles below on how to personalise sales forms and create a custom credit service item. This way, you can quickly add it to delayed credits as a single line item.

 

 

If you have other questions or concerns with QuickBooks, please post them here. I'm happy to work with you again. Keep safe. 

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