Remove or unapply a credit from an invoice or bill

Remove accidentally applied customer or supplier credits from invoices or bills in QuickBooks Desktop.

Overview

If you incorrectly apply a credit to a transaction, you can remove it to correct your customer or supplier balances. The process differs depending on whether you are removing a credit memo from a customer invoice or a supplier credit from a bill.

Remove a credit from an invoice

Follow these steps to unapply a customer credit memo from an invoice.

1. Open the invoice where the credit was applied.
2. Press Ctrl + H on your keyboard to display the transaction history.
3. Double-click the invoice and select Apply Credits.
4. Uncheck the checkbox next to the credit in the Previously Applied Credits section.
5. Select Done.
6. On the receive payment, select Save & Close and select Yes.
7. On the invoice, select Save & Close.

The credit memo is unapplied and the invoice balance is restored.

Remove a credit from a bill

Follow these steps to unapply a supplier credit from a bill. This requires changing the transaction type temporarily to reset the credit application.

1. Locate the supplier credit you want to remove.
2. Select the Bill to change the transaction type to a bill instead of a credit.
3. Select Save & Close.
4. Open the resulting bill you just saved.
5. Change the transaction back to a credit by selecting Credit.
6. Select Save & Close.
7. When prompted about changing the transaction, select Yes.

The supplier credit is unapplied and the original bill is open again.