---
title: "Credit Created as a Bill and Synced to QuickBooks"
slug: "bill-created-as-credit-and-synced-to-qb"
tags: ["Credit", "Bill", "Troubleshooting"]
updated: 2024-10-21T13:08:51Z
published: 2024-10-21T13:08:51Z
canonical: "support.makershub.ai/bill-created-as-credit-and-synced-to-qb"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.makershub.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Credit Created as a Bill and Synced to QuickBooks

Once a bill or credit is approved by all parties and synced with QuickBooks, the transaction type cannot be changed from a credit to a bill or vice versa. This article will guide you through the optimal workflow for saving time by copying the bill/credit and deleting the incorrect version.

## Steps to Update Bill to Credit

Go to the **Archive Tab** within MakersHub and select the bill that you want to change to a credit.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/View Bill.jpg)

Click the **Actions** dropdown in the top right corner, then select **Add a Copy**. This will create a new copy of the transaction in the **Bills** tab.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Add copy.jpg)

In QuickBooks Online, **delete** the original bill by clicking **More** at the bottom and then **Delete**. This will automatically remove the corresponding bill in MakersHub.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/QBO bill.jpg)

In **QuickBooks Desktop** find the bill and click the **delete button** at the top of the page. Once you re-run the Web Connector, MakersHub will delete the bill.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/QBD delete.jpg)

Go to the copied credit under the **Bills** tab, click the drop down next to the total, select **Apply a Multiplier**, update the multiplier to “-1”, and click **Apply**. This will adjust the line item and total to be negative turning it into a credit. Lastly, update the **Invoice Number** by removing everything after the first dash as MakersHub automatically updates the invoice number when a copy is made.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2024-10-21_08h05_25.jpg)

If the credit is correct, you can click approve, and it will proceed through your normal approval workflow.