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Level 1

QB Premier 2019- any way to turn OFF transfer credits?

Just upgraded from Pro 2016 to Premier 2019 and have run into an annoying issue- the new "feature" to show all credits pertaining to a certain customer no matter what job you're receiving payments into.

 

The way our company file is set-up is that we only have a few customers, but MANY jobs. In Pro 2016 (and previously on '12 and '08), when I went to receive a payment for a job, it would only show available credits for THAT JOB, now it's showing all credits for that CUSTOMER (which can be dozens). Obviously this is making my job much harder- please tell me I can turn this "feature" off somehow??? Thanks!

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Best answer November 12, 2018

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Level 15

QB Premier 2019- any way to turn OFF transfer credits?

No that feature can not be turned off, about all you can do is cancel out of the prompt

 

Many of us find that to be real handy, but then I don't have a slew of customer credits on hand either

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5 Comments
Highlighted
Level 15

QB Premier 2019- any way to turn OFF transfer credits?

No that feature can not be turned off, about all you can do is cancel out of the prompt

 

Many of us find that to be real handy, but then I don't have a slew of customer credits on hand either

View solution in original post

Highlighted
Level 1

QB Premier 2019- any way to turn OFF transfer credits?

Thanks for the quick reply. I'll have to live with it, I guess. I did notice that it will list any credits for the current job at the top of the list, which makes it easier, but it auto-applies to the oldest credit with an exact dollar-amount match, regardless of job, which means a lot of wasted time deselecting the wrong credit, and then selecting the correct one.

 

Oh well, glad it's helpful for others. If this is the worst thing I have to deal with concerning the upgrade, I'll be OK. Thanks again!

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Level 15

QB Premier 2019- any way to turn OFF transfer credits?

auto apply customer credits can be turned off or on in menu edit.preferences

I keep both a/r and a/p auto apply turned off, QB rarely makes the correct decision IMO

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Level 1

QB Premier 2019- any way to turn OFF transfer credits?

I am a CPA with numerous clients who receive pre-payments for hundreds of jobs under a customer.  Now, they have to spend a lot of time looking through all the credits available when they invoice and apply the credits.  This is a terrible feature for companies who receive numerous pre-payments and post them to the jobs.  QUICKBOOKS HAS GOT TO LET US TURN THIS OFF!

Level 1

QB Premier 2019- any way to turn OFF transfer credits?

I totally agree, need to turn this off - too easy to apply credits to wrong job!

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