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A
alexandra-leadme
September 10, 2021
Question

How to stop credits from being automatically checked when I do in house payments. I've tried the gear then turning off apply credits but that doesn't work

  • September 10, 2021
  • 1 reply
  • 0 views
for example i receive a check in the mail and i go to receive payment credits are already checked how do stop that

1 reply

JessT
JessT
September 10, 2021

Hi alexandra-leadme,

 

There is a setting to disable the auto-application of credits. I'm happy to walk you through the steps.

 

  1. Click on the Gear icon.
  2. Choose Accounts and settings.
  3. Select Advanced and click the Automation section.
  4. Disable Automatically apply bill payments.
  5. Click Save and Done.

 

That's it. If you have other questions in mind, you can always go back to this thread. Have a good one!

A
alexandra-leadmeAuthor
September 10, 2021

thanks but that still doesn't work

    S
    SashaMC
    September 10, 2021

    Hey alexandra-leadme,

     

    Thank you for reaching out to the QuickBooks Community! I was able to test this out and found that the Auto-Apply Credits setting will stop the program from applying the credit automatically, but you would still need to uncheck the credit when you manually records the payment. After experience this, I decide to submit feedback to our Product Developes about adding a feature for this. Our engineers are always looking for ways to enhance the program. You can keep updated with the latest news by checking out our blog in the meantime.

     

    Please let me know if you have any questions! My team and I will be here to assist youI I hope you have an awesome weekend! 

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