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D_Weavers
June 15, 2020
Question

QBO won't auto apply credits on Projects

  • June 15, 2020
  • 1 reply
  • 0 views

We frequently receive prepayments from clients before starting their work. We record these prepayments to the clients' Projects in QBO using the Receive Payments window. At this point, there is no invoice for this work. Once the work is complete, we enter an invoice. Upon clicking Save & Send, QBO used to auto-apply the prepayment credit we entered earlier, and then send the invoice. But, this is no longer happening and hasn't for a few months.

A couple of things I should point out:

1. We use extensive use of Projects, so both the prepayment & the invoice will be applied to the appropriate Project.

2. In troubleshooting, I've found that QBO will auto-apply credits to invoices in the way I described, only if I do NOT enter it under the customer's Project. But this is not where we wish to enter this since we use Projects.

 

Has anyone else noticed this behaving differently than in the past?

1 reply

MaryLandT
MaryLandT
June 15, 2020

Good day to you, D_Weavers,

 

Someone may have accidentally disable the Automatically apply credits feature in QuickBooks Online (QBO). That's why credits aren't applying anymore.

 

You'll want to enable this feature by following the steps shown below:

  1. Go to Settings ⚙, then select Account and Settings.
  2. Click Advanced tab, then select Edit ✎ in the Automation section.
  3. Select Automatically apply credits.
  4. Click Save, then Done.

After that, you'll want manually apply the credits first. Moving forward, QBO will then perform this process for you.

 

Feel free to read through this articles: Create and apply credit memos or delayed credits in QuickBooks Online. It has detailed steps and screenshots for your guidance.

 

Also, you can use the Audit Log feature to know who made the changes in the system. This records all activities in your account.

 

Let me know if there's anything else you need. I'm always right here to help.

D
D_WeaversAuthor
June 15, 2020

Automatically apply credits is turned On. 

 

Audit Log shows if Settings have been changed, but does not specify what exactly has been changed, so this is of no help.

R
RCV
June 16, 2020

Thanks for coming back, D_Weavers.

 

When someone updates or changes something in the Account and Settings page, the Settings changed status will be reflected in the Audit Log. You can see it in the Event column and it also provides you the name of the user and the date changed.

 

For more details about using the Audit Log feature, check out these articles:

 

 

On the other hand, I've checked here on our end and there's no reported case about this one where the Automatically apply credits feature is not working. To better isolate if this is a browser issue or not, let's access QuickBooks Online (QBO) using a private or incognito window.

 

Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

Then, check if the credit automatically applies to the next invoice you create for the same customer.

 

If it works, try clearing your browser's cache to delete those temporarily stored files. You can also use other supported, up-to-date browsers to be thorough.

 

I've got a link here that provides you with articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/07?product=QuickBooks%20Online.

 

Keep me posted if you need a hand with creating recurring transactions or any QBO related. I'll be here to help. Have a great day ahead. 

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