Supplier credits

Hi there TKP79,

Thanks for reaching out about credits. QuickBooks Online is a great tool able to assist you in keeping track of sales and expenses so you know the profitability of your company. I can provide some information about automatically applying payments and credits.

To turn off the options to automatically apply credits and payments, go to the Gear icon, then Account and settings. Select Advanced, then in the Automation section, make sure both Automatically apply credits and Automatically apply bill payments are set to Off. Don't forget to save.

If you have any other questions, feel free to reach out here.

The sliders are already set to off. The program behaves the same regardless of whether they are set to on or off.

hello again TKP79,

Thank you for checking. For further assistance with this happening even though the option to automatically apply credits and payments is turned off, I recommend reaching out to the support team outside of the Community. They'll be able to view your account with you in a secure setting in order to provide further assistance, as well as collect the necessary information to notify the engineering team if the error persists. You can reach them using these options:

• Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
• Social media; Facebook or X / Twitter

If you have any other questions, feel free to reach out here.

The support team has no solution; they just told me I can't stop it from automatically applying the credits. They also have no good response for my question of why there is a non-functioning 'option' to turn it off.  

I keep coming across this problem , and it's really messing up our Accounts Payable, and causing problems with vendors - weird partial credits are being applied randomly.  But not every time.

We have automatically apply credits TURNED OFF , and have never had it on.

How do we escalate this to a developer ??

We completely understand your sentiments regarding the randomly applied credits, Shortcut, especially since it's crucial for maintaining clean and accurate records.

We can use the audit log to track transactions with randomly applied credits. This will help us determine if changes are from the system or another user on your account. Once we identify the source, we can correct the transactions by removing the credits.

Here's how:

1. Go to the Gear icon and select Audit log.
2. Select All Users from the User dropdown.
3. Select the date from the Date Changed dropdown.
4. Choose All transactions from the Events dropdown.
5. Locate the transaction with applied credits, then hit View.
   
   

Please refer to the Transaction History section; it will show us who made the changes and what they did. Please see the picture below for visual reference.

Now, let's remove the applied credit to correct the transaction by clicking the linked transaction inside the Audit History. Here's how:

1. Click on the linked bill payment transaction.
   
   
2. Uncheck the Supplier Credit, then hit Save and close.
   
   

Moving forward, if you encounter the same situation, please follow the steps to correct the transactions. I also recommend contacting our Live Support team to discuss this matter further.

I'll add this helpful resource to guide you whenever you're ready to match your bank or credit card statement with the recorded transactions in QuickBooks Online (QBO): Reconcile an account in QuickBooks Online.

Please revisit this thread if you have any other questions. The Community team is always here to help.