Learn how to enable and sync QuickBooks Vendor Credits along with Bills and Expenses to keep your budget accurate and up to date.
Vendor credits are financial adjustments issued by vendors to resolve issues with products or services provided for a project. In QuickBooks Online, these credits can be recorded and applied to maintain accurate financial records.
If your project budget is integrated with QuickBooks and you use vendor credits, enabling this feature will ensure those credits sync automatically for greater accuracy.
Why Sync Vendor Credits
Syncing vendor credits between QuickBooks and Ressio helps ensure:
📊 Accurate budgets — Credits are automatically reflected in your project’s budget totals.
⏱️ Time savings — No need to manually re-enter credit details.
✅ Reduced errors — Eliminates mismatches between your accounting records and project data.
Enable Vendor Credits in Your Project
Go to Project details - Financials to find the Quickbooks integration section for your project.
Toggle Enable Quickbooks Vendor Credits to On
Sync your Expenses
Once enabled, go to your Budget page and select Sync Expenses to pull in vendor credits.
💡 Tip: When enabled, Ressio will import historical vendor credits, so past credits will also appear in your budget.
Learn More About Quickbooks Integration
For full details on connecting and managing QuickBooks in Ressio, see: Quickbooks Online Project Settings
If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!