Skip to main content
C
cjsigns
September 27, 2019
Solved

Can you set up credit limits for customers in QBO?

  • September 27, 2019
  • 4 replies
  • 0 views
Original commenter did not share additional details
Best answer by Rustler

Not an option in QBO

4 replies

Rustler
RustlerAnswer
September 27, 2019

Not an option in QBO

T
treasurer2018
September 27, 2019
Thank you, that's disappointing, but I appreciate the answer
M
MCGV
November 4, 2019

Can someone actually update us if there will be eventually a feature for a credit limit? It will be so helpful.

 

thanks, 

Rose-A
Rose-A
November 4, 2019

Hi, MCGV.

 

At this time, there isn’t a specific time frame as to when this feature is available. Our development team is constantly working to improve the product and appreciates the help of users in bringing things like this to their attention.

 

I can pass along all the suggestions you have to the appropriate channels so you're able to reach a point of resolution as quickly as possible.

 

For now, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/.

 

Additionally, for "How do I" steps in QuickBooks Online, you can always visit our Help Articles page for reference.

 

The Community is around the corner if you have more questions about QuickBooks. Have a nice day.

A
Anonymous
November 5, 2019

As the temporary solution, you may find this feature in a few inventory mangement app that supports QBO.

M
MK1234
December 13, 2020

I have recently done my Sage Business Cloud Certification and I must say its worlds apart from QBO. As someone that is looking to start my accountancy practise and therefore shopping around for the best Accounting software QBO will be last on my list. Its a shame really, you really need to keep up with your clients demands. EG. Allowing for customer / Supplier credit limits to be set up. This is such a simple request but is of great importance to our clients.

R
RCV
November 8, 2023

We always strive to provide the best product experience possible, BookkeepingBecky.

 

At this time, there isn’t a specific time frame as to when you can set up credit limits for customers available. Our development team is constantly working to improve the product. We see consumer feedback as an opportunity to improve the numerous features of our products.

 

You can also give our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

Furthermore, you can visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. You'll want to check for a third-party application that can help you with allowing for customer/supplier credit limits to be set up. 

 

Check out this link for a list of QuickBooks-compatible apps: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

 

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field.
  3. Look for an app that supports the credit limit feature.

 

 

Any questions about integrating the app into your Online account should be directed to the app's third-party provider. To assist you in managing your account and growing your business with QBO, I recommend visiting one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.

 

Feel free to drop by if you have questions about managing your entries. Do you need to run some reports for the next current period? Or would you like to take care of taxes in QuickBooks? Let me know and I'll lend a hand again.

Terms & ConditionsAccessibility statement