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AndreaMK
Level 1

Journal entries are not showing up to apply credit to an invoice.

I was following the instructions on the support page listed below but I have no credit section. Is that a special setting that I need to enable?

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/journal-entries/apply-journal-entry-c...

Solved
Best answer April 23, 2024

Best Answers
JoanaC
QuickBooks Team

Journal entries are not showing up to apply credit to an invoice.

I'll be more than happy to assist you with your credit section issue, @AndreaMK

 

The reason why the journal entry is not showing is that it was created wrong. The Accounts Receivable should have the credits, and the debits could be any account you want to apply (it can be a sales account).

 

 There's a setting to enable the automatic application of credits. I can show you how to turn it on.

 

Here's how: 

 

  1. Go to the Gear icon.
  2. Select Accounts and Settings.
  3. Click Advanced
  4. Under Automation, select the Pencil icon.
  5. Turn on the Automatically Apply credits
  6. Click Save

 

Moreover, let me share these articles that you can check to help you manage your transactions in the future: 

 

 

Keep me posted if you still have questions about your journal entry and credits. Have a great day ahead, and take care.

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6 Comments 6
JoanaC
QuickBooks Team

Journal entries are not showing up to apply credit to an invoice.

I'll be more than happy to assist you with your credit section issue, @AndreaMK

 

The reason why the journal entry is not showing is that it was created wrong. The Accounts Receivable should have the credits, and the debits could be any account you want to apply (it can be a sales account).

 

 There's a setting to enable the automatic application of credits. I can show you how to turn it on.

 

Here's how: 

 

  1. Go to the Gear icon.
  2. Select Accounts and Settings.
  3. Click Advanced
  4. Under Automation, select the Pencil icon.
  5. Turn on the Automatically Apply credits
  6. Click Save

 

Moreover, let me share these articles that you can check to help you manage your transactions in the future: 

 

 

Keep me posted if you still have questions about your journal entry and credits. Have a great day ahead, and take care.

AndreaMK
Level 1

Journal entries are not showing up to apply credit to an invoice.

Thank you for the information, the accounts receivable was under debits. These journal entries are generated from a donor tracking software that has quickbooks integration so I will need to check with their support team on whether the way these are imported can be changed.

jolie_IAIG
Level 1

Journal entries are not showing up to apply credit to an invoice.

I am having the same problem. The Journal was created correctly. If i go to the Customer Page and view the Transaction list, I can see the journal listed there.But when I go to receive payment the journal entry is not there. My Co worker can go in and hit the receive payment button for the customer and the journal entry is there. Why is this happening? 

MariaSoledadG
QuickBooks Team

Journal entries are not showing up to apply credit to an invoice.

Let me give you some tips on why you're unable to view journal entries, Jolie.

 

Journal entries are created to physically or digitally record every business transaction properly and accurately and tell how much was credited or debited from a specific account. The entries may be recorded inaccurately, that's why it's not showing on the receive payment page. 

 

As my colleague @JoanaC mentioned, ensure the Accounts Receivable have been credited so they appear on the Receive Payment page. 


Also, make sure that the entry hasn't been applied to the invoice. Once this happens it automatically disappears on the page. You can run the journal report and trace the entry by clicking it so you'll be routed to the transaction.

journal report.PNG

 

 

In addition, learn what reports that are included in your subscription. You can read this article for more details: Reports Included In Your QuickBooks Online Subscription

 

Let me know if there's anything else that you need help with journal entries. Remember, we're always right here to assist you anytime. 

Jith K
Level 1

Journal entries are not showing up to apply credit to an invoice.

Hi Joana,

 

When I followed your steps, I got stuck in the 5th step, since the option "Automatically apply credits" wasn't available in my QB online.

Thanks!

 

MAnneJ
QuickBooks Team

Journal entries are not showing up to apply credit to an invoice.

I appreciate you following the steps provided by my colleague, Jith. However, since you're experiencing problem with the Automatically apply credits feature, let's perform troubleshooting steps to determine the cause of the issue. 

 

Please note that the availability of this feature is exclusive to the US region in all QuickBooks Online (QBO) versions and does not exist in QuickBooks International. As a workaround, you can manually apply credits to your open invoices.

 

Since this option isn't visible in your Settings, we can access QuickBooks through a private window that doesn't keep your browsing history, which can lead to page issues and errors.

 

You can use the following shortcut keys below:

 

  • Google Chrome: Ctrl + Shift N
  • Microsoft Edge: Ctrl + Shift N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If everything seems to be working fine, you can go back to your regular browser and clear it's cache. Alternatively, we can use another supported browser.

 

Once everything's fine, you can perform the steps and check the screenshot I've added for your preference. 

 

 

Additionally, we can automatically or manually send reminders to your customers when your invoices are, or soon to be overdue to keep track of your transactions. 

 

If you have any questions about the features in the Settings in QBO, please don't hesitate to reach out in the comments. I'm always happy to help. Have a great day!

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