Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI am unable to apply customer credits to invoices. I have tried doing it from the Receive Payment window and also tried to apply the credit to the invoice from the invoice. I also cannot start at the credit memo and try to apply to an invoice. All of these methods shuts down my quickbooks. I need this fixed as I have customers who return stuff and get credit memos. I have used the Tools Hub trying to get the issue fixed, and even had customer support on screen share, but he got too frustrated and disconnected. So I am stuck not being able to apply these credits to customer invoices. what can I do?
How big is your file size?
Try condense your file to reduce its size and monitor the impact on your problem.
This isn't the kind of experience we'd like you to feel, @Linkasink.
I appreciate you for getting back to this thread and performing the basic troubleshooting steps. Let me route you to the team that can help you further with your concern,
I understand that you already called our Support Team, since your still unable to apply customer credits to memo to your open invoices, I recommend reaching out to our customer support. This way, they can check your company file and trace the cause of the issue.
You can also check out our support hours to ensure that we address your concerns on time.
Feel free to visit this page to learn more about the A/R workflow: Get started with customer transaction workflows in QuickBooks Desktop
Let me know how it goes in the comment section. If you need additional assistance in doing your task with QuickBooks, don't hesitate to visit us back. We'll be happy to help.
Were you able to resolve this issue? The same thing is happening to me and it is really frustrating.
Welcome to the Community, Heidif1.
I'm here to lay out various steps to solve your concern with your QuickBooks Desktop (QBDT) crashing when applying for customer credit on invoices.
First, make sure that you update your QBDT to the most recent release version available. If you're already using the latest version, have you tried repairing your QBDT with Tool Hub? If you haven't, utilize the Tool hub to help solve the issue and prevent software from crashing when using credit memos on invoices.
Let's start by downloading and installing the QuickBooks Tool Hub, ensure that your QuickBooks is closed before operating the Tool Hub. Then, proceed on the steps provided below.
Next, the hub will launch a pad for the tools needed to fix your issue. A set of tools for different types of problems is available on each page. You can refer to Step 2 of this article to know more about the tools: Fix common problems and errors with the QuickBooks Desktop Tool Hub.
Furthermore, I suggest reaching out to our QBDT live support team if the issue of not being able to apply credit memos to your invoices persists after performing some troubleshooting steps using the Tool Hub. They will investigate the problem and find an adequate solution to why this issue is happening.
You can then create reports to see how your financial institution is doing after you have used the credit memos for invoices.
Let me know if you are still having difficulties applying the credit memos in your invoices in your QBDT. The Community is always here to assist you at any time, Heidif1.
I am having same problem with credits, QB automictically closes or crashes without saving my work. QB 2023 is frustrating. We have been through diagnostics and a reinstall. Please fix this issue!
I appreciate what you've done so far, Tanyasc. I recognize the urgency to sort this out. Let's collaborate to make sure you can apply credits to your invoices.
First, ensure that you are using the latest version of QuickBooks Desktop (QBDT) to guarantee the seamless operation of the application.
Once done, let's use the verify and rebuild data tool. It helps identify and resolve common issues in your company file that cause system performance.
To begin, here's how to verify your company data:
After that, follow these steps to rebuild your company data:
You can also open a sample file to check if it's working. If not, you'll have to uninstall and reinstall the software.
Additionally, you can check out this article to learn how to personalize the font and style of the report: Customize reports in QuickBooks Desktop.
If you have any further questions about sales forms, please feel free to leave a reply. We're available to assist you 24/7.
We have done all you suggested: Used the ToolHub to Quick Fix File, Run File Doctor, Quick Fix Program, Program Diagnostic Tool (did not use RAM allocation tool), and Install Diagnostic Tool. Also, updated Windows. Also, I did Verify Data, Rebuild Data, and Compress Data (it's only 800KB, but compressed it anyway).
First time I tried to pay bills with credits (zero bill), QBs closed out immediately and left me at the desktop. I tried a second time to pay bills with my credits and had a positive amount to post QBs closed out immediately and left me at the desktop again. What to do now?
We never had this issue until the 2023 update! We have been using QB since 2001. Apparently this is a common problem- looking online.
Rebuilt Data as suggested and still QB closes out after paying one invoice (out of 300) and using credits.
Since you've tried all the troubleshooting steps and are still experiencing issues, it's best to contact our customer support team for further assistance, Tanyasc. They have the necessary tools to open your account and identify the root cause of the problem.
To reach them, you can follow the steps below:
You can find more details, including their support hours, in this article: Contact QBDT support.
I have collected resources that can assist you in effectively tracking customer and vendor transactions in QuickBooks Desktop through various methods:
Please send me an update by commenting below once you have contacted our support team. Just know that I'm here to help with any other questions you may have. Take care.
You may have some options to troubleshoot your case.
1. Open the sample file and replicate your work. Did you encounter the same problem?
2. Create the portable version of your file (*.qbm) and restore it with a new name. Did you encounter the same problem?
3. Install QBD 2024 and open your file on it. You can run QBD 2023 and 2024 at the same time to compare. Did you encounter the same problem?
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here