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yana deineka
Level 1

How to disable the option of "Creating by QB Online to link credits to charges"?

 
Solved
Best answer April 03, 2020

Best Answers
YvetteVelarde
Moderator

How to disable the option of "Creating by QB Online to link credits to charges"?

@yana deineka Thank you for joining community.

 

The message you are seeing means the system has auto applied a credit note to an open invoice for the customer you are working with. You will seee this memo when you receive payment.

 

But no worries, you can turn Off the option to automatically apply credits to invoices.

 

Here's how:

  1. Sign in to QuickBooks Online.
  2. Click the Gear symbol on the upper right side.
  3. Select Account and Settings.
  4. Click the Advanced tab.
  5. Within the Automation section click the pencil to the right side.
  6. Deselect the option to Automatically apply credits.
  7. Save.

Editing this setting will disable the message seen.

 

Let me know if you need additional help. Stay safe!

View solution in original post

3 Comments 3
YvetteVelarde
Moderator

How to disable the option of "Creating by QB Online to link credits to charges"?

@yana deineka Thank you for joining community.

 

The message you are seeing means the system has auto applied a credit note to an open invoice for the customer you are working with. You will seee this memo when you receive payment.

 

But no worries, you can turn Off the option to automatically apply credits to invoices.

 

Here's how:

  1. Sign in to QuickBooks Online.
  2. Click the Gear symbol on the upper right side.
  3. Select Account and Settings.
  4. Click the Advanced tab.
  5. Within the Automation section click the pencil to the right side.
  6. Deselect the option to Automatically apply credits.
  7. Save.

Editing this setting will disable the message seen.

 

Let me know if you need additional help. Stay safe!

View solution in original post

gillian z
Level 1

How to disable the option of "Creating by QB Online to link credits to charges"?

Dear sir,

my quickbook do not have Automatically apply credit, any other option to do

 

  1. Sign in to QuickBooks Online.
  2. Click the Gear symbol on the upper right side.
  3. Select Account and Settings.
  4. Click the Advanced tab.
  5. Within the Automation section click the pencil to the right side.
  6. Deselect the option to Automatically apply credits.
  7. Save.

Editing this setting will disable the message seen.

LollyNino_C
QuickBooks Team

How to disable the option of "Creating by QB Online to link credits to charges"?

Hello there, @gillian z.

 

I understand that you are not able to see the Automatically apply for credit on your QuickBooks Online account.

 

Steps are provided above by one of my peers @YvetteVelarde. However, if you are not able to see it on your end, I'd recommend you clear your browser's cache. Your browser’s cache saves files on your computer to load websites faster on your next visit. But over time, it also gets outdated which can cause issues. 

 

Follow the steps to clear cache for your browser:

  1. On your computer, open Chrome.
  2. At the top right, click More.
  3. Click More tools  Clear browsing data.
  4. At the top, choose a time range. To delete everything, select All time.
  5. Next to "Cookies and other site data" and "Cached images and files," check the boxes.
  6. Click Clear data.

Most of the time, you only need to clear your browser's cache. But if you keep having the same problem even after doing that, you can clear Intuit-specific cookies. This helps refresh website preferences that might be causing problems when you use QuickBooks.Please refer to the above steps for details. I'm also adding these handy articles for your reference. Here are the links:

I'd also suggest contacting our Customer Care Support, so you'll be added to the list of affected users. Thay way, you'll be notified whenever an update is available. Reach them through this link: Contact Phone Support.

 

In case you need to learn some tips and best practices in managing your account effectively, visit our Help Articles page for your reference. We have articles there that you can read for your future guidance.

 

Please know that you're always welcome to post if you have any questions about your account. I'm here to help. Wishing you and your business

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