QuickBooks Desktop: Vendor Credits
Vendor Credits and the application of Vendor Credits sync one-way from Cashflow360 to QuickBooks Desktop.
Vendor Credits aren't applied via the sync until a bill is paid in full.
- If a Vendor Credit covers the FULL amount of a bill, the application will sync and mark the bill as paid in QuickBooks Desktop as well
- If a credit only covers part of a bill's balance, the credit won't be applied in QuickBooks Desktop until the remainder of the bill is paid, even though the credit is applied in Cashflow360
- When the remainder of the bill is paid, the vendor credit application will sync with the payment
- Edits to vendor credits don't sync. Manually update the vendor credit in Cashflow360 and QuickBooks Desktop.
Manually applying credits in QuickBooks Desktop isn't suggested in most cases; if the credit is manually applied in QuickBooks Desktop, the payment(s) itself associated to the same bill(s) will error, as the sync won't be able to apply the credit at the same time as the payment(s).