Other questions

Thanks for getting back here in the thread, @WESNV.

Know that you're on the right track with the steps provided by my colleague. Also, please be aware that when paying bills, credits will reflect in the Discount & Credit Information For Highlighted Bill section, specifically in the Total Credits Available field. If it still doesn't show up, you'll want to ensure you've selected the correct account when making a deposit. This way, you can get through and accomplish your task on time.

For visual reference, see the screenshot attach.

Moreover, we've got these articles to help you manage refund, and ensure data stays accurate inside QBDT:

• Void or refund customer payments in QuickBooks Desktop.
• Understand reports.

@WESNV, we'll be happy to have you here again if you need assistance performing specific tasks inside QuickBooks or have any additional questions. Feel free to visit us anytime. Take care, and have a nice day!