The ability to record and apply credits to your vendors is one of the best things about using a user-friendly accounting program like QuickBooks Online. I'd be happy to explain how you can pick and choose when and how to apply your credits.
There's an automation setting in QuickBooks Online that you may have turned ON, which will automatically apply credits to your bills. You can turn this off to have complete control over when and how to apply credits. To turn off the setting, click the Gear icon > Account and Settings > Advanced > Automation. Then, click the small pencil icon next to Automatically apply credits, and toggle the setting to OFF.
Simple as that. Now, you'll have the option when entering a bill to either apply a credit, or to save the credit to apply at a later date. For more details, check out this helpful Community article: Enter and apply a credit memo or delayed credit .
Let me know if you have any other questions.
That feature was turned off. I am going into pay bills to check off my invoices I want to pay. The credits do not show up there. How can I see the credits to apply to the vendor bills
I see what you mean. Here’s how you can find the available credits that you can apply to a specific bill:
The available credits will be visible in the lower part of this page. If you can’t see the Credits section, call our phone support team at 1-855-253-1536 to get further troubleshooting done. Our agents are available Monday to Friday, 9 a.m. to 8 p.m. and Saturday from 9 a.m. to 6 p.m.
Reach out if you need help with anything else.