By default, QuickBooks will populate the current date, but you can modify it as needed.īy selecting the appropriate customer and setting the credit memo date, you ensure that the credit memo is linked to the correct customer account and reflects the accurate timeline of the transaction. This field allows you to set the credit memo date. After selecting the customer, proceed to the Date field.If the customer’s name is not on the list, you can add a new customer by selecting the Add New option. Choose the customer from the list for whom you are creating the credit memo.Click on it to reveal a list of your customers. In the Sales Receipts window, look for the Customer field or dropdown menu.Here’s how you can select the customer and set the credit memo date: This information helps to identify the specific customer account and ensures the accuracy of your records. Step 2: Select the Customer and Set the Credit Memo DateĪfter accessing the Sales Receipts window in QuickBooks, the next step is to select the customer for whom you are creating the credit memo and set the appropriate credit memo date. In the next section, we will guide you through selecting the customer and setting the credit memo date, so you can proceed with creating an accurate and professional credit memo in QuickBooks. With the Sales Receipts window in front of you, you are now one step closer to generating a credit memo. However, the general process remains the same, and you should be able to locate the Sales Receipts window following the guidance provided. It’s important to note that the steps mentioned above may vary slightly depending on the version and edition of QuickBooks you are using. Once you have successfully accessed the Sales Receipts window, you are ready to move on to the next step in the credit memo creation process.
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