Question

Customer credit limit

Forum|Forum|3 years ago
January 9, 2023
2 replies
0 views

We want to give customer credit and set a limit in QB so we don't over extend this credit. Is there any way to do this?

QuickBooks Online

Fiat Lux - ASIA

What kind of business do you run? A wholesaler? You need a 3rd party inventory management app to integrate with QBO.

MJoy_D

I can share some information with customer credit in QuickBooks Online, @mmajewski77.

At this time, giving a customer credit limit hasn't been added to QuickBooks Online (QBO). I can see how important having a customer limit is for your setup with QBO, so I’ll take note of it.

Feel free to provide comments from within your QuickBooks account. These are the steps:

Go to the Gear icon and select Feedback.
Provide your product suggestion.
Click on Next to submit feedback.

For additional details on how to provide feedback to enhance the program, see this article: How do I submit feedback?.

As a workaround, you may consider checking a third-party app that works well with QBO that can set a credit limit. You can look for a third-party app from our QBO App Center. Just choose the right application that suits your business.

Stay in touch if you have additional concerns about managing your customers by leaving a comment below. I'm always glad to help in any way I can. Have a great rest of the day!