This WIKI page covers how to transfer any vendor credits you might have. Skip this step if you don’t have any credits to enter.

  1. To transfer vendor credits, follow these instructions:
    1. Click Explorer.
    2. Click Explore Vendors.
    3. Find the vendor company you want to input a credit for. Double click on the company’s name to open it.
    4. Click the Vendor tab.
    5. Click on the button called Credit with Vendor.
    6. Click Set to.
    7. Enter the amount of the credit in the Set to field.
    8. Enter the Expense or Income Account to Offset field, choose Misc Expense. Note that in the future, there you will want to use an expense account that more closely matches what this vendor supplies. We are using the Misc Expense account here for simplicity since the history for this vendor is not yet in the system.
    9. Enter a Reason, such as “Transfer from the old accounting system.”
    10. Click OK.
    11. Click OK again.

Repeat this step until you’re entered all the vendor credits.

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