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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Jemma-Willett
Level 1

Can you set credit limits for customers to stop invoices and or orders being raised ?

 
2 REPLIES 2
RheaMaeH
QuickBooks Team

Can you set credit limits for customers to stop invoices and or orders being raised ?

Currently, QuickBooks Online (QBO) doesn't have an option to set credit limits that automatically prevent the creation of invoices or orders, Jemma.

 

As a workaround, you can manually monitor your customers' balances and record their credit limits in the Notes field under their customer profile.

 

Here's how:

 

  1. Go to the Customer Hub and select Customers.
  2. Locate and choose the customer you want to manage from your list.
  3. Click Edit.
    Screenshot 2025-10-09 062459.png
  4. In the Notes and attachments section at the bottom, type in their credit limit.
  5. Click Save.
    Screenshot 2025-10-09 062613.png

 

You can also integrate with a third-party app to streamline your credit limit management process. To find and add an app in QBO, here's how:

 

  1. Click the My integration icon in the upper-right corner.
  2. Select + Find integrations.
  3. Use the magnifying glass bar or select the Browse categories dropdown to search for an app.
    Screenshot 2025-10-09 062107.png

 

If you have additional questions, feel free to reply below.

SIAB
Level 7

Can you set credit limits for customers to stop invoices and or orders being raised ?

@Jemma-Willett 

You can use an inventory management app with the feature to sync with QBO as a workaround.

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