Showing results for 
Search instead for 
Did you mean: 
Level 1

How to Adjust a Deposit to an Invoice

I have been the Admin for a small business for roughly two months, and I needed to issue an invoice to a customer for services rendered, and upon doing so, Quickbooks kept applying a paid credit to the invoice because the Admin who was here before I was created a deposit of $2200 instead of a paid invoice, so Quickbooks thinks this deposit should be applied to newly issued invoices for said customer. I can't figure out how to straighten this out! Can anyone help??

1 Comment
QuickBooks Team

How to Adjust a Deposit to an Invoice

Hello there, @amittyb.


Thanks for giving me the opportunity to help you. Let's work together to resolve this.


It's possible that your automatic credit setup is turned on, and that's why Quickbooks kept applying a paid credit to the invoice. Let's go to your Automation setup on Accounts and Settings to verify:

  1. Click the Gear icon.
  2. Choose Account and Settings.
  3. Select the Advanced tab.
  4. Go to the Automation field, and make sure Automatically apply credits is off.
  5. Click Save.
  6. Click Done.

I've added some screenshots detailing these steps. For additional information about the Advanced company settings in QBO, you can check this article: Advanced company settings.


That's it. Should you have any questions, please don't hesitate to let me know. ​​​​​​​

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us