If you have selected our monthly A/P and Expense Entry Service, your accountant will add new vendor credits into QuickBooks Online. When a vendor credit is used, or it is refunded by your vendor your accountant may not have enough information to match what happens in your bank feed to your vendor transaction history. Copies of vendor credits should be uploaded into a folder within your secure document upload portal. Your accountant will send you notifications requesting vendor credit information that will show up on your client dashboard. You will select existing vendor credits form a list and enter new vendor credit information into a form directly within the request.

Some Entry Fields are Required, While Others are Optional

Your accountant will add vendor credits with the information provided. In order to create vendor credits, you should complete all required fields. Vendor credits are added by your accountant will our monthly A/P and Expense Entry and other monthly service offerings. Below is a list of required fields for entering vendor credits. Most vendor credits are for the purchase of products and services. If the vendor credit is for a products and services item, enter N/A into the required expense fields and complete the optional products and services item fields in the request form.

  • Reference Number (Credit Number)

  • Vendor Name

  • Street Address

  • City Name

  • Zip Code (Postal Code)

  • Country Name

  • State Name

  • Payment Date (Date of Credit Memo)

  • Expense Account (or Product/Service Item)

  • Expense Description (or Product/Service Item Description)

  • Expense Line Amount (or Product/Service Item Line Amount)

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,

Gina

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.