Step by Step Guide to Using QuickBooks


Creating a Credit Memo in QuickBooks

How to create a Credit memo in QuickBooks
Windows (Pro, Premier, Enterprise)

Step 1. Go to the Customers menu at top menu bar, and select Create Credit Memos/Refunds.

Step 2. Select customer at Customer:Job drop-down, and complete form with date, item, description, quantity, rate, class, etc.

Step 3. Click Save & Close to exit screen or Save & New to create another credit memo.




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1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

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Bookkeeping 101


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