How do you 'Set Credits' to apply a credit to a bill in QB for Mac?
I am trying to help a client clean up accounts payable and we need to apply a credit to the vendors bill. I know how to do it in Windows, but need some help with how to do it in QB for Mac.
If you can't do it in the Mac version, could I get a backup for windows, apply the credit and backup for Mac? Would I lose anything (like bank recs, etc.) by doing this?
Thanks!!!
Hi, Michelle! I've done some screenshots to illustrate the way I'd handle this.
Open the Enter Bills window and click the Credit radio button. Fill in the rest of the information as appropriate and click OK.
Open the Pay Bills window and check off both the vendor credit and the bill to which the credit is to be applied. In the amount column, enter the amount of the credit (except not negative, of course) on the line for the vendor bill. If necessary, choose the "To be printed" radio button so that QB 2010 for Mac doesn't open a check-number-assigning window. Click OK.
Let me know if I missed anything, okay?
That was perfect--as always! Thanks Debi!
