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T
TKP79
September 10, 2024
Question

Supplier credits

  • September 10, 2024
  • 1 reply
  • 0 views

How do I stop QBO (Canada) from automatically selecting and applying credits towards the payments I am recording? This happens both for receiving payments and for recording payments to suppliers. Every time I go to record a payment I have to deselect any credits that might be on the account. This automation is wasting my time; it is incredibly unhelpful as these credits are for specific projects and should only be applied against the invoices pertaining to said projects. Any supplier or client may have multiple projects on the go so it is not a given that the credits are applicable to whatever payment I am recording.

1 reply

A
Alex M
September 10, 2024

Hi there TKP79,

 

Thanks for reaching out about credits. QuickBooks Online is a great tool able to assist you in keeping track of sales and expenses so you know the profitability of your company. I can provide some information about automatically applying payments and credits.

 

To turn off the options to automatically apply credits and payments, go to the Gear icon, then Account and settings. Select Advanced, then in the Automation section, make sure both Automatically apply credits and Automatically apply bill payments are set to Off. Don't forget to save.

 

If you have any other questions, feel free to reach out here.

T
TKP79Author
September 10, 2024

The sliders are already set to off. The program behaves the same regardless of whether they are set to on or off.

A
Alex M
September 10, 2024

hello again TKP79,

 

Thank you for checking. For further assistance with this happening even though the option to automatically apply credits and payments is turned off, I recommend reaching out to the support team outside of the Community. They'll be able to view your account with you in a secure setting in order to provide further assistance, as well as collect the necessary information to notify the engineering team if the error persists. You can reach them using these options:

 

  • Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
  • Social media; Facebook or X / Twitter

If you have any other questions, feel free to reach out here.

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