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Level 2

When there is a credit on the account (project), and when I create a new invoice, why doesn't it prompt me and ask if I want to apply credit to invoice like in QB Desktop

 
5 Comments
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QuickBooks Team

When there is a credit on the account (project), and when I create a new invoice, why doesn't it prompt me and ask if I want to apply credit to invoice like in QB Desktop

Hi H-EME,

 

Glad to hear from you again. Sometimes it's easy to forget when to apply a credit to your invoice and I'd be happy to help with that. 

 

Based on what you've described, it sounds like you've got the Automatically apply credits setting on. To check if you've got it on, follow the steps below:

  1. Click the Gear icon at the upper right corner.
  2. Click Account and Settings.
  3. Go to Advanced tab in the left panel.
  4. Select Automation and remove the check mark for Automatically apply credits.
  5. Click OK.
  6. Hit Done.

Once you've removed this feature, you'll start getting a notification in relation to a credit that's applicable to the invoice. Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link.

Highlighted
Level 2

When there is a credit on the account (project), and when I create a new invoice, why doesn't it prompt me and ask if I want to apply credit to invoice like in QB Desktop

I don't have that selected (please see attached).  

Highlighted
QuickBooks Team

When there is a credit on the account (project), and when I create a new invoice, why doesn't it prompt me and ask if I want to apply credit to invoice like in QB Desktop

I appreciate you checking. At this point, I recommend contacting our support team so one of our specialists can share your screen and provide the support you need. Here's a link with the contact details. 

Highlighted
Level 2

When there is a credit on the account (project), and when I create a new invoice, why doesn't it prompt me and ask if I want to apply credit to invoice like in QB Desktop

I have already called in about these problems and was on the phone for over an hour for this specific issue with no results but them suggesting I send in the feedback and what to provide to show the problems and they cannot find a solution.  And I did the glance with the agent on the phone every time I called in so there was no chance of misunderstanding of what the issue was.  So your recommendations of calling in again is just sending me back in a circle to a person who can't help me and will just recommend that I send in feedback.  This has been by far my most terrible experience I have had with a customer service.  No one can answer these simple questions.  This is an accounting software so why are there these very fundamental problems with it????   And why can't anyone provide a solution????  Very disappointed with my move to QB Online.  Wished I stayed with Desktop.  I'm beyond frustrated with the lack on knowledge of the support team and the terrible results of this software.  

Highlighted
QuickBooks Team

When there is a credit on the account (project), and when I create a new invoice, why doesn't it prompt me and ask if I want to apply credit to invoice like in QB Desktop

Hi there. I want to make sure you get the support you need with this. I'd like to take a look at your account but since this is a public community, I won't be able to receive account specific information. I know you've spent a lot of time on this and your time is precious. I've also responded to your other similar Community post. You're more than welcome to reach out to us via Chat, Facebook, and Twitter using the contact details:

 

 Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social MediaFacebookTwitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

 

Our priority is to get you over this current hurdle so you can focus on doing what you love.