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barbr222
December 24, 2020
Question

Desktop version setting to automatically apply credits to invoices

  • December 24, 2020
  • 2 replies
  • 0 views

In DESKTOP version, is there a setting to have QB automatically apply credits to invoices?  I see instructions how to do this in QuickBooks Online, but I'm using Desktop.  Where is the same setting in the desktop version? 

2 replies

J
JonpriL
December 24, 2020

Hello @barbr222,

 

As of the moment, there isn't an integrated way to automatically apply any available credits to your customer's open invoice. 

 

In the meantime, you can consider manually applying the credits to the corresponding invoices. To do so, you can create or open the invoice and click on the Apply Credits button.

 

Additionally, I've also included this helpful reference for a compilation of articles to help organize your customer transactions: Learn the different ways you can track customer transactions in QuickBooks Desktop.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand. 

L
LAQUILA
April 26, 2024

So basically you guys want us to change over to the online version of your software so we don't have any control to our database because it is no longer on our servers. Yet we need to purchase the license for our desktop to continue to use the software and if we don't we do not have access to our software on our own system. 

Help me here to understand, I want a more secure way of doing my transactions rather than doing them online, and getting hacked, just like Sony, The Government (IE: Hamilton Services) just this pasted 3 months and on going to other cities, why should we trust a software. Makes my head spin wish I didn't go digital and kept everything paper and pen.

BigRedConsulting
BigRedConsulting
December 27, 2020

Not exactly automatic, but QB Desktop will lead you to do this as you record a credit memo.

 

When you record a credit memo, you're prompted with this message:

 

And if you choose the last option, then this window appears, with invoices pre-selected.  If the selection is correct, all you have to do is click Done:

So, it's almost automatic (at least it's very easy...)

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    barbr222Author
    December 28, 2020

    Thanks so much, but what I am really hoping for is that when QB automatically creates monthly invoices, at that time existing credits would be automatically applied to those new invoices.   I was hoping to avoid having to manually go into each new invoice to apply existing credits.    Thanks for your response though.  I did get another response that  this feature is only available in QuickBooks online version, not in desktop.  :(

    L
    LAQUILA
    April 26, 2024

    Why would they, just another way to control the system. Having to pay monthly service fees so that we can use their software. We would be lucky if they would do such a thing to auto apply credits, lord forbid if they would put it on the desktop, without them getting a kickback just like payroll if you use payroll we have to pay them $2/employee if we use the desktop version of the payroll, yet we do all the work. Let that make sense.

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