Applying One Check to Several outstanding invoices with credit memo

Good day, BigforkBookkeeping.

Let me show the steps to make sure that the credit memo won't apply to the incorrect invoice.

QuickBooks Desktop has a feature that allows a credit to automatically apply to an open invoice. We can turn it off so it'll remain on the account and use it anytime you want.

1. Click Edit at the top menu and select Preferences.
2. Select the Payments menu and go to the Company Preferences tab.
3. Remove the checkmark in the Automatically apply payments box.
4. Click OK.

Here are some of the articles you'll want to check:

• Give your customer a credit or refund in QuickBooks Desktop for Windows
• Transfer customer credit from one job to another

Post again here if you need anything else. Stay safe!