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kdruns
February 19, 2023
Question

QBO is applying a fraction of every vendor credit available. I want to choose just one credit to apply. How do we fix this?

  • February 19, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

E
Ethel_A12
February 19, 2023

I'm here to help you choose one vendor credit for every bill payment transaction, @kdruns.

 

You can check the automation settings in your QuickBooks Online account and turn off the one for Vendor credit if enabled.

 

Here's how:

 

  1. Click the Gear icon at the upper right of your screen.
  2. Choose Account and settings.
  3. Select Advanced from the left menu.
  4. Click the Pencil icon for the Automation.
  5. Turn off the Automatically apply for credits.
  6. Hit Done.

 

When paying bills, you can choose the vendor credit that you want to apply. After clicking the Mark as paid button, select one of the credits available. See the screenshot below:

Then, click Save and Close.

 

You can also check this article to learn more about applying vendor credits: Enter vendor credits and refunds in QuickBooks Online.

 

For future reference, I'm adding this article to guide you in running reports: Run reports in QuickBooks Online.

 

Feel free to click the Reply button below if you have additional questions about vendor credits. I'm always here to help. Have a great day.

M
mindi4
October 25, 2023

I'm having the same problem.  The above answer, I believe doesn't fix it.  I did that and it was already turned off.  I believe that applies to customer credits not vendor credits.  Is there anyway to stop this? 

R
rvrfrf
October 25, 2023

Thanks for joining this thread, mindi4. I appreciate your detailed information.

 

You're correct, the Automatically apply credits setting only applies credits to the next invoice you create for a customer.

 

 

If you're working with vendor credits for bills, there's one relevant Automation setting that you may want to be familiar with. It's called Automatically apply bill payments. This setting automatically applies payments you've added in the register to your oldest existing bill.
 

 

You can also manually choose which credit, or credits, are applied to an existing bill when marking it as paid.

 

Here's how:
 

  1. In the left navigation bar, go to Expenses, then Vendors.
  2. Click a vendor's display name to access their profile.
  3. Find your bill and hit its record to open it.
  4. Use the Mark as paid button.
  5. In your Credits section, use the available checkboxes to specify which credit, or credits, you want applied to your bill payment.
  6. Select Save and close.

 

I've also included a detailed resource about working with vendor credits which may come in handy moving forward: Enter & use vendor credits

 

I'll be here to help if there's any additional questions. Have an awesome Wednesday!

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