How to stop credits from being automatically checked when I do in house payments. I've tried the gear then turning off apply credits but that doesn't work

Hi alexandra-leadme,

There is a setting to disable the auto-application of credits. I'm happy to walk you through the steps.

1. Click on the Gear icon.
2. Choose Accounts and settings.
3. Select Advanced and click the Automation section.
4. Disable Automatically apply bill payments.
5. Click Save and Done.

That's it. If you have other questions in mind, you can always go back to this thread. Have a good one!

thanks but that still doesn't work

Hey alexandra-leadme,

Thank you for reaching out to the QuickBooks Community! I was able to test this out and found that the Auto-Apply Credits setting will stop the program from applying the credit automatically, but you would still need to uncheck the credit when you manually records the payment. After experience this, I decide to submit feedback to our Product Developes about adding a feature for this. Our engineers are always looking for ways to enhance the program. You can keep updated with the latest news by checking out our blog in the meantime.

Please let me know if you have any questions! My team and I will be here to assist youI I hope you have an awesome weekend! 

Credits are being applied to invoices and have not even received payments yet.  Everything is on "off".  Every time I manually remove the credit, QBO places it on another unpaid invoice.    

Let's figure out the cause of the auto applied credits and fix it so you can keep working on your invoice task, MrsMilba.

Since the Automatically apply credits feature is already turned off, I'd recommend logging in to your QuickBooks Online account via a private window. Doing so helps us determine if this is a browser-related issue.

Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once logged in, create a new invoice. If you no longer experience the same thing, go back to your regular browser and clear the cache. This removes its stored cache to ensure the program performs efficiently.

If private browsing doesn't work, I'd recommend using other supported browsers. They also provide the best and most secure experience with QuickBooks. 

I have included this article in case you require assistance in managing a customer credit or overpayment: Handle a customer credit or overpayment in QuickBooks Online.

If you have further questions about applying credits to invoices in QuickBooks Online, please feel free to leave a comment below. We'll be here to assist you. Keep safe.

ALL AUTOMATED CREDITS ARE TURNED OFF IN SETTINGS BUT STILL AUTOMATICALLY APPLYS WHEN RECEIVING PAYMENTS.  HOW TO STOP?

automated credit are turned off but still automatically applys credit when receiving payments.  How do you stop?

I comprehend the situation, @kerrreadymix. Allow me to help you fix the automated credit that is still applying even if it's already turned off.

May I know if you've done the suggested troubleshooting steps shared by my colleague JoesemM?

If not, sign in to your QuickBooks through a private window to check browser-related issues while handling your credits.

Here are the keyboard shortcuts to save you time:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Once done, try to receive the invoice payment and see how the credits behave. If it works fine, I'd suggest clearing the cache of your main browser to remove browser history. Otherwise, use another supported browser. It might be that your current browser has temporary issues while accessing QuickBooks sites.

If the issue persists, I recommend contacting our QuickBooks Support Team for further assistance. This way, a live representative can look into your account securely and investigate the behavior you're getting. They can also create a ticket for investigation if needed.

Here's how:

1. Go to the Help menu.
2. Select Contact Us.
3. Enter your concern, then select Let's Talk.
4. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

To learn more about the support schedule, refer to this article: QuickBooks Online Support.

To learn more about managing customer credits, check out this article: Create and apply credit memos or delayed credits in QuickBooks Online.

If you need to refund an amount to your customer, visit this link for future reference: Record a customer refund in QuickBooks Online.

Please let me know if you have additional queries in handling customer credits. I'm always here to help.