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!

Same issue - same frustration. Can find no way to turn off that message.

I can see that things have been challenging for you while creating invoices and that it's not the sort of experience we want you to have when using QuickBooks Desktop (QBDT), Robin. 

If you've followed the troubleshooting steps outlined above and still encountering the prompt message, I suggest contacting our customer care team. They can help determine the root cause of the issue and escalate this matter if necessary.

You can follow the steps provided by my colleague Archie_B on how to reach them.

Stay in touch if you have concerns about handling customer credits and invoices. I'm always available to help and provide the guidance you need to succeed. 

And, if you see my response to your colleague Archie B, I did all of that and customer care said that there was nothing they could do to turn that off, so no escalation. Zero help here

Same issue here and very annoying. I think this is a new pop up from one of the latest updates (Intuit trying to "help" us when we don't need it).  What we need is for tech to remove the prompt or at least make it an option in the next update. [The frustrating thing is Intuit's first response to these kind of issues is that it is "user error" when in fact it is a software problem. They could test it on their own and easily replicate the problem. Then fix it.]

You and other users deserve a better QuickBooks experience, @concretetools. Your feedback is crucial. I'll ensure it reaches our dedicated product development team, amplifying your voice and thoughts to contribute to meaningful improvements.

I encourage you to submit your thoughts directly to our product development team regarding the new pop-up from the latest update. They highly value user insights and use them to prioritize and identify areas of improvement. The best way to provide feedback is by utilizing the Send Feedback Online option on your QuickBooks Desktop.

Here's how:

1. Navigate to the Help option.
2. Select the Send Feedback Online option.
3. Choose the Product Suggestion option. A pop-up window displays.
4. Input your feedback suggestion.
5. Click the Send Feedback button.

In the meantime, I recommend selecting the No option each time to bypass the prompt.

Additionally, I’ll share these insightful articles that offer guidance on customizing your templates to enhance their appearance and utilizing progress invoicing to improve your cash flow management:

• Use and customize invoice form templates
• Set up and send progress invoices

We're committed to hearing and responding to our users, and your feedback plays a vital role. If you have further questions or additional insights about the prompt message when saving invoices or any QuickBooks functionalities, reply to this thread. We look forward to supporting you.