Remove or unapply a credit from an invoice or bill

Learn how to remove a credit from an invoice or bill in QuickBooks Desktop.

Did you accidentally apply a credit to an invoice or bill? Don’t worry. Here are the easy-to-follow steps to remove the customer or vendor credit.

Remove a credit from an invoice

Here’s how you can remove a credit memo from an invoice if it is wrongly applied.

1. Open the credit you want to unapply from an invoice.
2. Press Ctrl + H to display the transaction history.
3. Double-click the invoice and select Apply Credits.
4. Remove the checkmark next to the credit in the Previously Applied Credits window.
5. Select Done.
6. On the invoice, select Save and Close.

Remove a credit from a bill

And here’s a simple solution for removing a vendor credit from a bill.

1. Locate the vendor credit.
2. Select Bill to change the credit into a bill, then select Save & Close.
3. Open the bill and select Credit to change it to a credit, then select Save and Close.
4. When prompted about changing the transaction, select Yes.