How do I turn off the prompt asking if I want to apply available credits when saving an invoice

I know it can be a bit of a hassle dealing with the default prompts in QuickBooks when creating invoices, tracemetals. I'll help you turn this off so you can focus on what matters.

By default, the system will prompt a message reminding you of available credit whenever you create an invoice for a customer with available credit. You can turn off this reminder by checking the "Do not display this message in the future" option, then select No.

Additionally, if you'd like to turn off QuickBooks pop-up messages related to updates, you can follow these simple steps:

1. Click edit from the menu.
2. Select Preferences.
3. Choose the General section, then the My Preferences tab.
4. Check "Turn off pop-up messages for products and services."
5. Hit Ok.

You may also want to ensure that payments in QuickBooks Desktop are accurate. Check out the process for resolving common issues when applying a payment towards an invoice.

If you're interested in sprucing up your reports in QuickBooks Desktop, you might find this article helpful: Customize reports in QuickBooks Desktop. It offers detailed information on personalizing reports to suit your needs.

Please let me know if you need further assistance managing your file according to your preference. I'm here to help and will keep this thread open to assist you promptly.

If I had that option, I really wouldn't be here. See the notification that I get...there is no where to check to not get the message again

I can share a way to trigger the option to not display prompts in QuickBooks Desktop (QBDT), @tracemetals.

Beforehand, the prompt messages ought to remind you about the available credits you can apply when creating transactions under the customer. To prevent this from displaying every time you create transactions, we can go to your company preferences and alter it. Here's how:

1. Go to the Edit menu and select Preferences.
2. Click General from the left panel.
3. Hit the My Preferences tab and click Bring back all one time messages.
4. Then, click OK.

After that, the application will revert to its default setup and show the option to not display the same prompts in the future. Then, we can re-open the transaction and once you're prompted about the available credits, you can then check the box Do not display this message in the future.

If the same thing happens, we can rectify this by verifying and rebuilding the data. Be sure to make a backup of your data before taking any further steps.

Verify Data:

1. Press the File menu.
2. Choose Utilities from the drop-down option.
3. Select Verify Data.
4. Tap Ok to continue.

Rebuild Data:

1. Click the File tab at the top.
2. Select Utilities from the drop-down option.
3. Choose Rebuild Data.
4. Click Ok on Rebuild has completed.

You can always visit the Community if you need further help about managing your company preferences. You can also notify me of other QuickBooks concerns. Stay safe!

Good morning,

I just did all that and it didn't help. What can I try now?

Thank you for following up and carrying out those troubleshooting steps, tracemetals. Dealing with prompts each time you save an invoice is indeed time-consuming.

At this point, since the previous troubleshooting steps didn't work, I recommend reaching out to our Support Team for further assistance. They have the tools and expertise to delve deeper into the issue and if needed, create a ticket.

To reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
3. Click on Contact Us.
4. Enter a brief description of your issue, then hit Continue.
5. Sign in to your Intuit account and select Continue and then Continue with my account. If you don't already have an account, make sure to Create a new account.
6. We'll email you a single-use code. Enter your code and select Continue. If you have more than one account, select the account you want to use and then Continue.
7. Choose either to chat with us or Have us call you.

You can check out the details of their Support Hours through this link: Contact QuickBooks Desktop support.

I've also included this article in case you want to learn how to take and process payments in QuickBooks Desktop.

You can click the Reply button for any follow-up questions or other concerns about customer credits and invoices. I'll be here to check on your response.

Well, to anyone following this, I just got off the phone with customer service and there is nothing at all that they can do about this as of 8-29-2024. I'm incredibly frustrated to say the least!