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Gina4462
December 16, 2022
Question

Receive Payments Auto Applying Credits

  • December 16, 2022
  • 1 reply
  • 0 views

I have turned off the auto apply option in QB Online app but every time I go in to receive a payment QB keeps auto applying the credits I have.  How do I make this stop happening?  I'm so frustrated with clicking and unclicking boxes over and over again and changing credit amounts because QB thinks it knows what I'm trying to do.  Is anyone else having this experience?  Advice or a work around?

1 reply

J
JamesAndrewM
December 20, 2022

Hello there, Gina.

 

We can perform basic troubleshooting steps to determine if it is a browser-related issue. Then if this fixes it, we can proceed and clear the cache and cookies.

 

Here’s how to use a private browser:

 

  • For Chrome, press Ctrl + Shift + N.
  • For Internet Explorer or Firefox, press Ctrl + Shift + P.
  • For Safari, hold down Command + Shift + N.
  • Mozilla Firefox: Ctrl + Shift + P

 

You can refer to this article if the steps were successful: Clear cache and cookies to fix issues when using QuickBooks Online.

 

Let's use a private browser and access your account. Double-check the setting and make sure that the automation option is turned off. Then create a test invoice transaction and receive payment to see if it still automatically applies.

 

Additionally, you may visit this article to know how and when to give a credit memo or delayed credit to customers: Create and apply credit memos or delayed credits in QuickBooks Online.

 

Know that the Community is always here to back you up. Have a great day ahead!

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