Thank you for following the steps provided by my colleagues, om-dmgo.
I'm here to help with your additional question referring to step 3, which my colleagues refer to. Once done, create vendor credit and make a bank deposit. You'll need to link the bill and the bank deposit. Then categorize it, which my colleagues referred to the step 3 in the shared article.
For more detail, I'll share the steps on how to do it:
Step 3: Use Pay Bills to connect the bank deposit to the vendor credit:
- Click + New.
- Choose Pay bills.
- Select the bank deposit you just created. You'll see the amount of the vendor credit in the Credit Applied field. The Total payment should be US $0.00.
- Press Save and Close.
You can check out this article and proceed to Deposit a vendor credit when no expense has occurred (Step 3) to complete the process.
In case you want to learn how to match transactions in QuickBooks Online, feel free to check out this article: Match and Categorize Online bank transactions.
Get back to me if you have clarification on the steps or additional questions. I'll be more than happy to help you. Happy Easter.
