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big5pumps
September 5, 2022
Question

Make a notification pop up for credit limit on new invoice

  • September 5, 2022
  • 1 reply
  • 0 views

Is there a way to make a notification pop up on an invoice when their account is entered and it has reached its credit limit? It only brings up a notification when trying to save a transaction.

1 reply

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AileneA
September 5, 2022

Hello, big5pumps. 

 

I can certainly understand the importance of having credit limit popup notification when it reached to its limits on invoice. However, this is currently unavailable in QuickBooks Desktop.

 

Our product engineers are working diligently for updates and improvements on the features. For now, I recommend sending your feedback straight to our dedicated team to help make changes to QuickBooks capability. Your suggestions and ideas will help us stay in tune with what our customers need, want, and expect. Here's how:   

 

  1. Click Help, then choose Send Feedback Online. 
  2. Pick Product suggestion and fill in all the details needed. 
  3. Hit Send Feedback. 

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.  

 

Additionally, I'm attaching this link that you can utilize for future reference. This contains details on how to ensure your accounts are well organized: Reconcile an account in QuickBooks Desktop.

 

I'll hear you out if you have any other concerns regarding QBO or processes in QuickBooks. Just reply here, and I'll get back to you as soon as possible.

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