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I appreciate your efforts in performing the recommendation provided above to resolve this, lvhdbiker.
This can also happen when the Automatically apply credits feature is turned on that's why it is applying for the credit automatically when you create an invoice. Let's check if this is the case:
I've added screenshots to serve as your visual guide:
Once verified, you can simply turn it off by unchecking the Automatically apply credits box, clicking Save, then Done. That way, the next time you'll create an invoice, this will no longer apply a credit automatically.
Let me know if there's anything else I can do to help. I'm just here to answer them.
Hello @lvhdbiker,
Let's pull up and customize your Audit Log report so you can identify why there has been a credit recorded into your account.
To do so:
See this article for more insights about using your audit log report: Learn about the audit log.
Also, you may want to consider reviewing the Automatically apply credits feature directly from your Accounts and Settings under Advanced menu.
Once you've identified how the credit is recorded, you have the option to delete it if it isn't a valid transaction. To do so, I've got you this helpful article for the detailed steps about deleting a transaction: Void or delete transactions in QuickBooks Online.
Please let me know how it works in the comment section down below. I'm always around happy to lend a helping hand.
Thank you for your help. I did what you said but it's still "applying a credit" to new invoices I try to generate. I am totally confused!
This is Alice, his wife, and I have been doing the invoices.
The only thing I've done lately that was different was re-sync the bank account after our bank had some software changes, if that might be a part of this problem.
I appreciate your efforts in performing the recommendation provided above to resolve this, lvhdbiker.
This can also happen when the Automatically apply credits feature is turned on that's why it is applying for the credit automatically when you create an invoice. Let's check if this is the case:
I've added screenshots to serve as your visual guide:
Once verified, you can simply turn it off by unchecking the Automatically apply credits box, clicking Save, then Done. That way, the next time you'll create an invoice, this will no longer apply a credit automatically.
Let me know if there's anything else I can do to help. I'm just here to answer them.
THAT WAS IT! I have no earthly idea how this happened, as I'd never even opened that setting (since starting the business) THANK YOU!
I understand that you are new to this transaction, @lvhdbiker.
I appreciate your effort in doing the steps provided by my colleagues. Mostly, QuickBooks add features based on the customer’s feedback to easily manage their work.
I suggest seeing this site whenever you’re available so that you’ll be updated on the features added: https://quickbooks.intuit.com/blog/whats-new/.
Also, you can check this article about deleting invoices: Void or delete transactions in QuickBooks Online.
Please comment below if have any other concerns. I’ll be around to help you. Have a good one.
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