How to set up the credit limit for customers?

Yes, Diego. You can set up credit limits for each customer in QuickBooks Online (QBO). I'll provide the details below.

To set up a credit limit for customers in QBO. First, navigate to the customer's profile.

Here's how:

1. Go to the Sales menu, then select Customers.
2. Locate and choose a customer from your list.
   
   
3. In the customer's profile, click on the Edit button.
   
   
4. Scroll down to the Payments section.
5. Enter the desired amount in the Credit Limit field.
6. Once done, click Save.
   
   

You can also refer to this article to if you want to run reports to check for your customers' outstanding balances, such as the Customer Balance Detail or Accounts Receivable (A/R) Detail: Run a report in QuickBooks Online.

Moreover, to enhance your QuickBooks experience, consider partnering with our QuickBooks Live Expert Assisted team. These certified professionals specialize in optimizing the reclassification process and offer expert guidance to ensure your financial records remain accurate and up to date.

Should you have other questions about credits, don't hesitate to revisit the Community. We're always here to help. Stay safe!