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T
tracemetals
August 23, 2024
Question

How do I turn off the prompt asking if I want to apply available credits when saving an invoice

  • August 23, 2024
  • 2 replies
  • 0 views

How do I turn off that prompt? We have to say no every time we save an invoice, and it is a huge pain when we're creating multiple invoice for the same customer. I need the "update" turned off!

2 replies

J
JorgetteG
August 23, 2024

I know it can be a bit of a hassle dealing with the default prompts in QuickBooks when creating invoices, tracemetals. I'll help you turn this off so you can focus on what matters.

 

By default, the system will prompt a message reminding you of available credit whenever you create an invoice for a customer with available credit. You can turn off this reminder by checking the "Do not display this message in the future" option, then select No.

Additionally, if you'd like to turn off QuickBooks pop-up messages related to updates, you can follow these simple steps:

 

  1. Click edit from the menu.
  2. Select Preferences.
  3. Choose the General section, then the My Preferences tab.
  4. Check "Turn off pop-up messages for products and services."
  5. Hit Ok.

You may also want to ensure that payments in QuickBooks Desktop are accurate. Check out the process for resolving common issues when applying a payment towards an invoice.

 

If you're interested in sprucing up your reports in QuickBooks Desktop, you might find this article helpful: Customize reports in QuickBooks Desktop. It offers detailed information on personalizing reports to suit your needs.

 

Please let me know if you need further assistance managing your file according to your preference. I'm here to help and will keep this thread open to assist you promptly.

T
tracemetalsAuthor
August 23, 2024

If I had that option, I really wouldn't be here. See the notification that I get...there is no where to check to not get the message again

    R
    RoseJillB
    August 23, 2024

    I can share a way to trigger the option to not display prompts in QuickBooks Desktop (QBDT), @tracemetals.

     

    Beforehand, the prompt messages ought to remind you about the available credits you can apply when creating transactions under the customer. To prevent this from displaying every time you create transactions, we can go to your company preferences and alter it. Here's how:

     

    1. Go to the Edit menu and select Preferences.
    2. Click General from the left panel.
    3. Hit the My Preferences tab and click Bring back all one time messages.
    4. Then, click OK.

     

    After that, the application will revert to its default setup and show the option to not display the same prompts in the future. Then, we can re-open the transaction and once you're prompted about the available credits, you can then check the box Do not display this message in the future.

     

    If the same thing happens, we can rectify this by verifying and rebuilding the data. Be sure to make a backup of your data before taking any further steps.

     

    Verify Data:

     

    1. Press the File menu.
    2. Choose Utilities from the drop-down option.
    3. Select Verify Data.
    4. Tap Ok to continue.

     

    Rebuild Data:

     

    1. Click the File tab at the top.
    2. Select Utilities from the drop-down option.
    3. Choose Rebuild Data.
    4. Click Ok on Rebuild has completed.

     

    You can always visit the Community if you need further help about managing your company preferences. You can also notify me of other QuickBooks concerns. Stay safe!

    A
    Aldren18
    October 31, 2024

    You and other users deserve a better QuickBooks experience, @concretetools. Your feedback is crucial. I'll ensure it reaches our dedicated product development team, amplifying your voice and thoughts to contribute to meaningful improvements.

     

    I encourage you to submit your thoughts directly to our product development team regarding the new pop-up from the latest update. They highly value user insights and use them to prioritize and identify areas of improvement. The best way to provide feedback is by utilizing the Send Feedback Online option on your QuickBooks Desktop.

     

    Here's how:

     

    1. Navigate to the Help option.
    2. Select the Send Feedback Online option.
    3. Choose the Product Suggestion option. A pop-up window displays.
    4. Input your feedback suggestion.
    5. Click the Send Feedback button.

     

    In the meantime, I recommend selecting the No option each time to bypass the prompt.

     

    Additionally, I’ll share these insightful articles that offer guidance on customizing your templates to enhance their appearance and utilizing progress invoicing to improve your cash flow management:

     

     

    We're committed to hearing and responding to our users, and your feedback plays a vital role. If you have further questions or additional insights about the prompt message when saving invoices or any QuickBooks functionalities, reply to this thread. We look forward to supporting you.

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