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Level 1

Problems with applying credits

I created an invoice today and tried to apply credits, just as I do every month.  The available credits - there are many - do not appear in either the Invoice or Payment windows .  They do appear as open payments in customer information.

 

I was able to apply one credit from January, but all the Febuary credits disappear when I try to apply them to today's invoice.

 

Any ideas?

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QuickBooks Team

Problems with applying credits

Thanks for visiting the Community, cwbseattle.


The available credits should show in the company file as long as they’re not used. Let’s open the Transaction History to view if you’ve already applied all the credits to the invoices.

 

Here's how:

 

  1. On the Customer Information page, choose the Transactions tab.
    cm.png
  2. This will display all entries recorded in QuickBooks.
  3. From there, hover your mouse to the credit memo and then press CTRL+H on the keyboard.
    cm1.png
  4. The Transaction History-Credit Memo window will open.
    cm2.png
  5. Then, scroll down to the Invoices Credit section to view the list of entries the credit is applied to.

If there aren’t invoices displayed on the screen, let’s run the Verify and Rebuild Data Utilities to check for data damage issues. These are built-in tools used to validate whether your file is still in good shape and fixes common errors.


To rebuild:

 

  1. Go to the File menu at the top and select Utilities to choose Rebuild Data.
  2. These actions will open another screen where you’ll be prompted to close all open windows.
  3. Press the OK button to confirm.
  4. In the QuickBooks Desktop Information window, press OK to continue and follow the instructions to create a backup.
  5. QuickBooks will start repairing the file. Please know the process may take some time.
  6. Hit OK once it’s done.

Here’s how to run the Verify Utility:

 

  1. Go to the File menu at the top and select Utilities to choose Verify Data.
  2. The tool will start to check your data for any issues.
  3. If QuickBooks doesn't find any problems, hit OK.
  4. Select Rebuild Now if the desktop program finds an issue with your company file.

The Fix data damage on your QuickBooks Desktop company file article provides an overview of how the Rebuild Data and Verify Data Utilities resolve minor company file issues. 

 

Let me know if you have any other concerns or questions. I'm more than happy to assist further. Have a good one.

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