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Intuit
4 helpful votes

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. To display the transaction history, press Ctrl + H.
  2. Double-click the invoice and select Apply Credits.
  3. On the Previously Applied Credits window, clear the selection for credit.
  4. On the Apply Credits window, select Done.
  5. 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 the Bill radio button to change the transaction type to bill instead of credit, then select Save & Close.
  3. Bring up the resulting bill and change the transaction back to credit by selecting the Credit radio button, then Save and Close.
  4. When prompted about changing the transaction, select Yes.

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