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Remove or unapply a Credit from an invoice or bill in QuickBooks Desktop
Remove accidentally applied customer or vendor credits from invoices or bills in QuickBooks Desktop.
Overview
If you incorrectly apply a credit to a transaction, you can remove it to correct your customer or vendor balances. The process differs depending on whether you are removing a credit memo from a customer invoice or a vendor credit from a bill.
Remove a credit from an invoice
Follow these steps to unapply a customer credit memo from an invoice.
Open the invoice where the credit was applied.
Press Ctrl + H on your keyboard to display the transaction history.
Double-click the invoice, then select Apply Credits.
On the Previously Applied Credits window, clear the selection for the credit you want to remove.
On the Apply Credits window, select Done.
On the invoice, select Save and Close.
The credit memo is unapplied and the invoice balance is restored.
Remove a credit from a bill
Follow these steps to unapply a vendor credit from a bill. This requires changing the transaction type temporarily to reset the credit application.
Locate the vendor credit you want to remove.
Select the Bill radio button to change the transaction type to a bill instead of a credit.
Select Save and Close.
Open the resulting bill you just saved.
Change the transaction back to a credit by selecting the Credit radio button.
Select Save and Close.
When prompted about changing the transaction, select Yes.
The vendor credit is unapplied and the original bill is open again.
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