Audience: Accounting Manager
Summary: Reviews how to apply credits in QuickBooks Desktop so that they be applied in MineralTree. You cannot directly apply credits in MineralTree; it has to be done in your accounting package.
How to apply credits in QuickBooks
- Select the desired Bill from the "Pay Bills" window in Quickbooks.
- From the details click "Set Credits" and apply the corresponding Credit.
- From the Bill list, change the "Amount to Pay" to $0.00 and click "Pay Selected Bills."
The change to the balance of the bill will sync to MineralTree within a few minutes. The remaining balance can be paid in MineralTree on the Invoices tab after the change has synced. Information about the credit(s) applied to bills will be included on the remittance for the payment.
Note: Credits need to be applied before you move the invoices to the Selected Payments queue.