Easily Insert Smart Field in the Credit Memo

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How to Insert Smart Field in the Credit Memo

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welcome to this quickbooks 2021 tutorial for beginners on how to create a credit memo my name is matt holdquist with the quickbooks university first things first if you enjoy this video please give it a thumbs up please share it also please subscribe to the channel the more subscribers i get the more i can spread the word with uh these videos and i would appreciate that very much last thing head over to the quickbooks university if you like this video youre going to like a lot about the quickbooks university that website is qbuniversity.org where i not only have a full quickbooks training program in quickbooks desktop and online i also answer your personal questions when you become a member okay so lets get started so were going to take a scenario where you have a customer that needs a credit or a refund it happens all the time okay so you know you do some work you do a job whatever the case may be you might sell them something and you have to give them a credit they complain maybe

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How do I enter a customer credit memo in QuickBooks desktop?

From the Customers menu, select Create Credit Memos/Refunds. From the Customer:Job drop-down, select your customer. Enter the items youre giving a credit for, then select Save Close.

How do I enter a credit memo in Quickbooks?

Heres how to create a credit memo in QBO: Click the Plus (+) icon and select Credit Memo. Choose the customer name. Enter the Credit Memo Date. Fill in the necessary information. Click Save and close.

Where do credit memos go in QuickBooks?

In the Customer dropdown, select the customer. In the Outstanding Transactions section, select the open invoice you want to apply the credit memo to. In the Credits section, select the credit memos you want to apply.

How do you enter a credit memo in SAP?

To create a customer credit memo, choose Accounting Financial Accounting Accounts Receivable Document Entry Credit Memo. To create an incoming invoice, choose Accounting Financial Accounting Accounts Payable Document Entry Invoice.

What is FB65 in SAP?

FB65- vendor credit memo Business scenario FB65 is used to create a vendor credit memo. This is when we owe the vendor money rather than the other way around. Menu Path-Accounting-Financial Accounting-Accounts Payable-Document Entry- FB65 Credit Memo.

How do you enter a credit memo?

Indicate the credit memos number, use the original invoice number, and the required mode of payment. The credit memo requires five columns for the following information: quantity of items, identification number or description, reason for the credit memo, cost of item and total cost.

How do I enter a credit memo from a vendor in QuickBooks?

How do I apply a vendor credit to the amount owed to vendor? Click on Vendors at the top menu bar. Select on Pay Bills. Choose the bill that you wish to be paid. Click the Set Credits button at the bottom to apply credits. Once done, click on Pay Selected Bills.

What should be included in a credit memo?

Credit memo format Credit Invoice in a prominent place at the top of the invoice. Company information. Customer information. Date issued. Credit memo number. Original invoice number. Description of goods (e.g., quantity and price) Total amount credited.

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