Permission to set discounts and credits in Bill Pay

Good afternoon, @joestar. 

Thanks for stopping by the Community with your question. 

Since this option used to work in your account, there may have been an update that had taken it away due to improving some of the features within the system. 

I'll take your feedback and send it to our Product Developers so they can consider adding this back in the near future. 

If you have any other concerns, don't hesitate to ask. Have a great day! 

We are having the same/similar issue where my AR staff can no longer apply unapplied payments to invoices and my AP staff can no longer apply credits when paying bills.

What the heck?

Hello there.

I can see how the issue affects your business productivity, which is not the experience we want you to have when working with QuickBooks Desktop. Hence, I'll share some troubleshooting steps so you can seamlessly apply credits to invoices and bills.

Beforehand, can you provide additional details about your concern? Are you using QuickBooks Bill Pay when applying credit for bills? This information can help us identify the most appropriate resolution.

On the other hand, we can verify and rebuild your data to fix common issues affecting your ability to perform different business tasks within the program.

To begin with, here's how to verify your company data:

1. Proceed to the Window tab, then select Close All.
2. Click on File and select Utilities.
3. Choose Verify Data, then OK.

After that, follow these steps to rebuild your company file data:

1. Head to the File menu, then Utilities.
2. Select OK once asked to create a backup of your company file.
3. Choose where you want to save your backup and click OK.
4. Once you get the message Rebuild has completed, select OK.

For the detailed process, refer to this article: Verify and Rebuild Data in QuickBooks Desktop.

However, if the same thing happens, you can remove and add the user again to your company file. It allows us to refresh their permissions so they can start working on their designated tasks.

Moreover, you can scan these resources to learn more about managing your income and expenses:

• Get started with customer transaction workflows in QuickBooks Desktop
• Accounts Payable workflows in QuickBooks Desktop

Keep us updated in this thread if you have further questions when applying credits to invoices and bills or other related concerns in QuickBooks Desktop. We're here to help.

The real question is why did Intuit modify our users permission settings?  Our staff were able to do their work and access appropriate authorizations just fine, then some update in February timeframe removed certain permissions.  Then we had to "guess" what to add back.  

For example, it appears that for an A/P role staff person, we had to now provide that person with an A/R permission to modify invoices in order to be able to apply vendor credits.  Likely this was an unintentional modification - but something that Intuit should be able to address and at least communicate to its users.

Thanks for coming back to this thread, missgrumpy.

Let me route you in the right direction for support regarding the issue you're experiencing with the user permissions in QuickBooks Desktop.

QuickBooks doesn't modify user permissions for its users. To investigate the root cause of this issue, I recommend contacting our Customer Care Team. You can follow the steps below to do so.

1. On the top menu, click Help.
2. Press QuickBooks Desktop Help/Contact Us.
3. Click Contact Us.
4. Give a brief description of your issue. Then, click Continue.
5. Sign in with your account. Then, enter the code from your email.
6. Choose to either Chat with us or Have us call you.

You can check out our support hours here so your issue gets addressed promptly: Contact QuickBooks Desktop support.

Once the issue is resolved, you can use this article for your reference in managing user permissions in QuickBooks: QuickBooks Desktop users and restrictions.

If you have any other concerns about user permissions in QuickBooks, please leave them in the comments below. I'm just one post away to help you out.

@AnneMariee 

"QuickBooks doesn't modify user permissions for its users."

Obviously they do.  Otherwise, people wouldn't have these problems. 

We are having the exact same issue and it sounds like it started around the same time as the other user.

Has QB had any luck resolving this issue?

I appreciate you joining the thread, @pesaccounting.

I'll ensure you that you'll get the help you need. 

Since you've also encountered the same issue, this needs to be investigated to know what's causing the issue and provide a specific resolution to this matter. To do this, you'll need to provide sensitive information like numbers, names, and codes. However, we're unable to do this in the Community forum. With that, I suggest getting in touch with our Technical support team. Also, they can create a ticket for investigation if needed.

Here's how:

1. Go to the Help menu, then select QuickBooks Desktop Help.
2. Select Contact Us.
3. Enter a brief description of your issue.
4. Select Let's Talk, and then choose a way to connect.

Please check out this article for QuickBooks support hours:  Contact QuickBooks Desktop Support.

Additionally, check out this article to learn more about managing user roles and access rights: QuickBooks Desktop users and restrictions.

Furthermore, you can visit this website for helpful articles, video tutorials, and more on managing your QuickBooks account: Learn QuickBooks.

Keep me posted if you need more help in navigating your QuickBooks account, especially with managing user permissions. The Community is always here to assist you.