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January 23, 2021
Question

Hi Does gocardless integration with quickbooks adjust for credit notes when collecting payments? Invoice 001 - £50 Credit note 001 - £10 Will go cardless collect £40?

  • January 23, 2021
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1 reply

Jen_D
January 23, 2021

It's nice to see you here, @Sarfz,

 

If you want QuickBooks to automatically apply credit notes to customers' balances or open invoices, turn on the credit note auto-apply feature. Here are the steps to do that:

  1. Click on Settings ⚙ then Account and settings.
  2. Go to the Advanced tab.
  3. Tap Edit ✎ in the Automation section.
  4. Mark Automatically apply credits.
  5. Hit Save, then Done.

Tip: If this feature is turned of, you'll need to manually apply credit notes to open invoices.

 

For now, you may contact our Gocardless Team to verify if they also automate applying credit notes to Gocardless transactions. For the contact options, use the Support link from this page: GoCardless for QuickBooks

 

Visit us again if you need anything else. Tag me in the comments and I'll be more than happy to help you anytime. Have a good day!