Supplier credits are a common part of managing your purchasing workflow—whether you’ve returned damaged goods, received a vendor refund, or been issued a credit for a billing adjustment. Finale Inventory supports supplier credits and integrates seamlessly with QuickBooks Online (QBO) to help you manage these assets.

This article explains how supplier credits work in Finale and what happens when your account is synced with QuickBooks Online.

What Is a Supplier Credit?

A supplier credit represents money owed to you by a vendor, typically resulting from:

• Returned or rejected items

• Price discrepancies or overcharges

• Refunds for overpayment or canceled orders

In Finale, supplier credits help maintain accurate purchase cost records while ensuring your QBO account reflects the correct outstanding balance with each supplier.

How Supplier Credits Work in Finale Inventory

1. Create a Supplier Credit.

   • Navigate to the Purchases module.

   • Open the related Purchase Order (PO) or create a new credit record:

     • Select “Create Supplier Credit” to enter details:

       • Supplier name

       • Linked purchase order (optional)

       • Credit amount or line items being returned

       • Any applicable notes

2. Track Supplier Credits

   • You can view all supplier credits under the Purchases Supplier Credits section.

   • Each record includes the status, amount, and whether it’s been synced to QuickBooks Online.

Note: Do not manually create Vendor Credits in QBO for transactions already recorded in Finale—this may cause duplication.

How Supplier Credits Sync to Quickbooks Online

When your Finale account is connected to QBO, supplier credits created in Finale will automatically sync to your QuickBooks account.

Here’s how the sync works:

Important Notes:

• The sync uses the supplier name as the key identifier to link Finale and QBO records.

• The credit amount and item details flow directly into QBO’s Vendor Credit screen.

• Supplier credits do not automatically apply to bills in QBO—you’ll need to manually apply the credit to the appropriate bill or payment within QuickBooks.

• While supplier credits created in Finale will sync to QBO, supplier credits should be applied in QBO, not in Finale.

Troubleshooting Tips

• If a supplier credit doesn’t appear in QBO:

  • Check that the supplier name matches exactly between Finale and QBO.

  • Verify that the credit has been finalized in Finale (draft credits do not sync).

  • Confirm your QuickBooks sync status shows as successful in the Integration settings.

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