In QuickBooks Online
Go to “Expenses”
Click on “Expenses” in the left menu.
Select “Vendors” at the top.
Find and Open the Bill
Locate the bill you want to apply the credit to.
Click to open it.
Create the Vendor Credit (if not already in Quickbooks)
Under the "New Transaction" dropdown, select vendor credit
Create a new line for credit
Click save and close
Apply the Vendor Credit
Locate the bill you wish to add the credit to and click it.
Under “Outstanding Transactions”, you’ll see the bill.
Below, under “Credits”, the vendor credit should appear.
Check the box next to the vendor credit to apply it.
Confirm and Save
Ensure the total payment amount reflects the correct adjustment after applying the credit.
Click “Save and close” or “Save and new”.
The updated balance will then flow in to Truss and show as a payment marked externally.
The bill will update to show as paid fully or partially paid depending on credit amount.
You can still apply payment to remaining balance through Truss if the vendor credit does not fully cover the amount.
