Can you turn off auto select for vendor credits?

Let me guide you on how you can turn off the auto feature, leanne-wetaskiwi.

QuickBooks Online (QBO) has the option to stop the system from automatically applying for credits. To do this, you can follow the steps below: 

1. Click the Gear icon.
2. Select Account and Settings.
3. Go to the Advanced tab.
4. Click the Pencil icon in the Automation row.
5. Uncheck the Automatically apply credits box.
6. Click Save, then Done.

Once turned off, you'll be able to apply for credits manually. Additionally, learn to run vendor reports and customize them to show the information you need. I've added this article for your guide: Customize Reports In QuickBooks Online. 

Feel free to let me know if you have any concerns about vendor credit. I'll always be right here to help you all the time.

I have done that, but it is still automatically applying my credits when I pay a vendor.

I have turned off the "Automatically apply credits" - but this is for customers only.

I want to turn off this feature for Vendors

Thank you for getting back to us, @leanne-wetaskiwi.

I'm here to help ensure the vendor's auto-apply credits is turned off.

You're correct. The Automatically apply credits option is specific for customer transactions. Since it is vendor credits, you can turn off the Automatically apply bill payments option. Please know that if this option is turned on, it'll automatically apply credits to the oldest existing bill. To turn it off, you can follow the steps below:

1. Click the Gear icon, then select Account and Settings.
2. Go to the Advanced menu and select Automation.
3. Disable the Automatically apply bill payments option.
4. Select Save, then Done.

You might want to review all your vendor transactions in the future. You can go to the Expenses menu and select Vendors. Then, go to the Transactions List tab.

The Community forum is always open to help you again if you have further questions about your vendor transactions. I'm always around if you need any help, @Amber3GFG.

Thanks, that is also turned off and still the credits are automatically being applied.

I want to select the credits myself - I am using the feature "Pay Bills"

Thank you for getting back to us, @leanne-wetaskiwi.I'll make sure to get things done for you by providing you with some information.
 

Since you've tried all of my colleagues' suggested troubleshooting and the credits are still being applied automatically, I recommend contacting our QuickBooks Online Support team. They have the resources to investigate your account and figure out why you're unable turn off vendor credit auto-selection.
 

To contact support, here's how:
 

1. Sign in to your QuickBooks Online company.
2. Go to Help.
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us: 

• Start a chat with a support expert.
• Get a callback from the next available expert.

If you want to learn more about vendor credits, feel free to look over this article: Manage Vendor Credits.
 

Always remember that the Community is here to guide you, especially when you want to pull up a Bills and Applied Payments Report. I wish you a nice day!

I have also made sure that the auto apply is turned off, and still the system auto applies vendor credits.  Why can this just be a simple option/fix??

Thanks for joining the thread, @LMKetchum.

Since you already turned off the automatic apply credits feature and still the system still applies for the vendor credits, I'd recommend performing some basic troubleshooting steps to make sure the issue isn’t browser-related. It’s possible that local internet cache files are the reason for this unexpected behavior. 

Let’s start logging in to QuickBooks using a private window. Here’s how:

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 Once in, try to create a transaction and see it still applies to the credits. If it works, you need to clear your browser’s cache. This helps remove its stored cache so it'll function efficiently. Here’s an article to help you with the process: How do I clear my browser cache and temporary Internet files?

Otherwise, I'd also recommend using different browsers. They'll provide you with the best and most secure experience with QuickBooks. For more details, see this article: System Requirements For QuickBooks.

I'm adding these articles for more guidance on how to process a refund and vendor credits in QuickBooks:

• View vendor transactions
• Creating and managing credits from your vendors in QuickBooks.
•  Enter a refund from a vendor

Lastly, you may open this article to view details on how to run a particular report that will reflect all payments made to vendors: Run a report with vendor totals.

Let me know if there's anything else you need with vendor entries. I'm always here to help you anytime. Take care and keep safe, @LMKetchum.

same issue here, have tried it in 4 different browsers and cleared all data. 

Hello hugob,

I appreciate you for running some troubleshooting steps to resolve this issue.

Since the system keep applying for the credits even after turning it Off, I'd recommend reaching out to our Phone Support team. This way, they can take a look at your account further and open an investigation about this matter.

You can contact them through the ? Help icon. Then, you may enter The system keep applying for the credits even after turning it Off as your keywords.

Once everything's good, you can check these articles for more guidance on how to process refunds and vendor credits in QuickBooks:

• View vendor transactions
• Creating and managing credits from your vendors in QuickBooks.
•  Enter a refund from a vendor

You can always get back to this thread if you have additional or different concerns. I can always lend a hand!

Hi,

This is what I do to avoid the auto apply on credits.

Pay the bill via "Cheque" rather than "pay bill". Select one of the invoices you want to pay on the right hand side - then the rest will show up for selection. Once you have all your invoices selected that you want to pay you can then go back to the right hand side and pick the 1st supplier credit. Again after the 1st one is selected the rest will populate and you can pick the onces you want to use.

Hope this helps.

6 months later, I just wanted to update inquiring minds that this is still an issue that QBO needs to address.

Thank you for following up on this, Llamon.

I suggest contacting our QBO Support so they can check your QBO company using more tools.

1. Click on Help and click the Search tab.
2. Click Contact Us at the bottom.
3. Enter a sentence to describe the issue and click Continue.
4. Choose Start a chat or Get a callback.

If you have other concerns, feel free to go back to this thread. Take care and have a good one!

I am having this issue as well - its very frustrating as credits outside the set dates are being applied automatically creating a lot of unnecessary work.

Hi there, @stacyeverflow. Thanks for joining this thread.

Vendor credits don't automatically apply to open bills. When paying bills, clear out the field under the Credit Applied column so the amount won't be applied to the selected bill.

Follow these steps:

1. Select + New and then Pay bills.
2. From the Payment account dropdown, select the account you paid the bill from.
3. Enter the payment date.
4. Select the checkboxes for the bill(s) you made a payment towards.
5. In the Payment column, enter the amount you paid toward each bill. 
6. Vendor credits will show under the Credit Applied column. Make sure to zero it out if you want to save it for later.
   
7. Select Save and close.

Additionally, you can run the following report to see how much you paid to your vendors: Monthly Expense Report by Vendor.

If you need more help with applying credits to bills, feel free to comment below. I'm here to ensure your success.

I don't agree with the statement: "Vendor credits don't automatically apply to open bills"

They clearly do or this would not be an issue. My users have not had to do this until today and it adds unnecessary steps to what had been a simple process.

We are being forced to do extra work. This should be optional.

I have a client with several credits on account with various vendors.  They and I need to be able to choose which credits to apply to various open bills.  Even with auto-apply turned off, QBO still wants to automatically apply them, PLUS it does so without consideration to age of credit, relevance, etc.  This needs to be fixed!

I acknowledge the urgency in finding a solution for the issue you're encountering with the application of vendor credits in QuickBooks Online, @LizzysLedgers1.

Typically, vendor credits are applied manually by entering the desired amount in the Credit Applied box. As your QBO account applies for credits automatically, I suggest undertaking troubleshooting steps to fix this problem.

There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use either of these shortcut keys to access one:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Then, process the vendor credit. Once it doesn't show an automatic application of credits, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks. Also, an alternative way is to use other compatible browsers.

If the issue persists, I suggest contacting our support team by going to the Help menu. They are more equipped to check your account and help further investigate your concern. For detailed steps, you can utilize this article: How and when can I contact Support?

Additionally, I've compiled some articles you can utilize to help manage your bills and bill payments in QBO: 

• Email receipts and bills
• Enter and manage bills and bill payments.

We appreciate your patience and understanding as we work towards resolving this matter. I would be glad to assist you again. Have a pleasant day!

I am still having this issue on 9/22/23 after doing everything this thread recommends.

Thank you for connecting with us, fp77. I appreciate your efforts in following everything the thread recommends. Since you are still experiencing a problem, I encourage you to contact our Support Team. They have the tools to investigate further and run some tests in a secure environment. Here is how to reach us:

1. Go to the Help menu.
2. Hit the Contact Us button.
3. Enter "callback" in the "What can we help you with?" section.
4. Select "Let's Talk"
5. Pick the "Get a call" option to connect with us.

The Community has your back, so please let me know if you need any additional assistance. I hope you enjoy your day. Be safe and take care. 

Still an issue on 11/16/23

This is an issue for myself and my employees. We need to be able to select the vendor credits and not have them auto applied. I am seeing this has been an issue for years, and still QBO has decided to ignore/not fix. 

Still an issue for us to! Creating so much extra work, we have 1000s of invoices to one supplier in one month and it continues to tick every credit! We then have to manually deselect 100s of credits, its a nightmare! 

I truly understand the incovenience this has caused you, @Stefanie161219. I want to assure you that your concerns are valid, and we'll take them to management to make our customer service better.

Since you're still experiencing the issue, I recommend reaching out to our QuickBooks Online Support for assistance, especially if you still need to be added to the list of affected users. This will ensure that you receive updates on the status via email. 

Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to the Help icon.
3. Click the Search tab and select Contact Us.
4. Provide a summary of your concern and click Continue.
5. You can either choose Chat with us or Have us call you.

Additionally, you may find this article guide helpful in processing a refund and vendor credits in QBO for your future reference: 

•  View vendor transactions
• Manage Vendor Credits.

If you have other concerns regarding vendor credits, feel free to go back to this thread. Take care and have a good one!

QB online team,

Instead of asking users to reach out QB customer support why don’t you post the answer here so we all know what to do. 
simple, how to we stop QB online from automatically applying credits when entering payments. Stop giving us the run around and fix the issue.