QB Issue Resolution:

Let’s apply the credit note and check transactions in QuickBooks Online (QBO).

If the payment is made by check, you can add the person as a vendor in QuickBooks Online (QBO). Here’s how:

  1. Go to the Expenses tab from the left menu.
  2. Select Vendor sub-tab, then click the New Vendor button at the upper right.
  3. Complete the fields in the Vendor information window,
  4. Click Save.

Then, let’s create a check for the vendor by performing the steps below:

  1. Go to the Plus icon (+) at the top.
  2. Select Check.
  3. Choose the payee and the bank account where the money will be withdrawn.
  4. Complete the check fields.
  5. Click Save and close or Save and new to create another check.

Please check out the Vendors overview and Write checks articles for more information.

If the payment is made by a credit note toward classes in the future, you can add the person as a customer in QBO. Here’s how:

  1. Go to the Sales tab from the left menu,
  2. Select Customers sub-tab, then click the New customer button at the upper right.
  3. Complete the fields in the Customer information window,
  4. Click Save.

Then, let’s enter a credit note for the customer by performing the steps below:

  1. Go to the Plus icon (+) at the top.
  2. Select Refund Receipt or Credit Note.
  3. Fill out all required fields (including the customer name, date, products/service items, quantities and amounts).
  4. Click Save and close.

You can apply the credit note to an invoice, not to a check, since credit note is used to offset an existing customer’s balance. Here’s how:

  1. Go to the Plus icon (+) at the top,
  2. Choose Receive Payment.
  3. Fill out all required fields.
  4. Select the Credit Note you want to apply to the invoice.
  5. Verify the total payment amount is correct after applying the Credit Note.
  6. Click Save and close.

Please check out the Add a customer and Apply a credit note to a customer articles for more information.

Resolution for Issue 'Convert credit note into checks' available: Yes (Solved).
Source: Intuit Community forum.

Convert credit note into checks: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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