How Was That Credit Applied?
“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal! Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics. My office recently received a call from a client who had a bit of a mystery. Her previous bookkeeper had used part of a credit on a bill when she paid a vendor, leaving part of the credit remaining open and unapplied. She had no idea when this happened, which bill received the partial credit, and no clue how to research the history of transactions She needed help finding the bill on which the partial credit was applied. While there may be other ways to find the answer, here's how we helped her find the answer: 1 - Go to the Vendor Center. 2 - Click on the Transacti...