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treasurer38
Level 1

Does QB online have a credit limit field for customers?

 
5 Comments
GarlynGay
Moderator

Does QB online have a credit limit field for customers?

Hi treasurer38,

 

The Credit Limit field is only available in QuickBooks Desktop. As a workaround, you can enter it in the Notes field in QuickBooks Online.

 

Here's how:

  1. Go to Sales.
  2. Click on Customers.
  3. Select a customer and click on Edit
  4. Click on Notes.
  5. Enter the credit limit.
  6. Click on Save.

I'll go ahead and make sure to send this topic as a product suggestion to our Product Developers. 

 

Tell us more about your experiences in QuickBooks Online. You can post them here. 

vpcontroller
Level 11

Does QB online have a credit limit field for customers?

NO. In QBO, they still don't have a credit limit field yet.
Another one less feature in QBO than QuickBooks Desktop (at a much lower price).
hoierllc
Level 1

Does QB online have a credit limit field for customers?

I really need the customer credit limit field in quickbooks online - after all this time it still isnt available???

Fiat Lux - ASIA
Level 15

Does QB online have a credit limit field for customers?

You may need a 3rd app e.g inventory management.

LauraAB
QuickBooks Team

Does QB online have a credit limit field for customers?

Hi hoierllc,

 

I can see how important having a customer limit is for your setup with QuickBooks Online. Our goal is to provide QuickBooks users with the features that can help them best manage their books. At this time, however, the customer credit limit hasn't been added to the program.

 

I recommend considering the workarounds suggested in this thread, such as using the Notes field of the customer profile to document this information or a third-party app. You can review and research the available apps through the Apps tab right in your books and easily connect through there if you find one you like for managing your customers.

 

If you haven't already, I also suggest submitting your feedback about this feature. Although others have as well, it doesn't hurt to have more requests and it helps your voice be heard. Here are the steps to take to leave feedback: How do I submit feedback?

 

Feel free to ask more questions if you have them. Enjoy your day.