apply a credit memo in quickbooks online

You should be able to see the credit memos in 2021 and double-click one of them to print or print the whole report. Go to the Filters tab and then search Transaction Type, then choose Credit Memo from the list.In the Display tab, change the Dates to Custom and then select a specific range of dates (JanuDecember 31, 2021).Go to the Reports menu and then select Customers & Receivables, then choose Transaction List by Customer.If you're still unable to see the 2021 credit memos, I'd suggest running the Transaction List by Customer report and customize the statement to see only Credit Memos on a specified year. Once done, click the Date column header to toggle credit memos from the newest to the later transactions vice versa. I can help you see the 2021 Credit Memo transactions, addition to my peer's answer, have you changed the Filter By option when selecting Credit Memos? I'd suggest changing it to see All Credit Memos and Date it to All. Let me know if you have any other questions. I wish you and your business continued success. With this information you'll be able to access credit memos and print them whenever you need to.

This article provides additional details on using credit memos in QuickBooks Online. Choose Print or Preview at the bottom of the page.ħ. In the Transaction List you'll be able to locate the credit memo.Ħ. From the list, choose the Customer you'd like to print the credit memo for.Ĥ.

Click the Sales tab in the left navigation bar.ģ. There are just a few steps to get this done. You can find credit memos in the list of transactions on the customer detail page.

I'd be glad to show you where to view and print credit memos. Thanks for reaching out for support here in the Community.

Apply a credit memo in quickbooks online