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lvhdbiker
Level 2
 
Solved
Best answer December 28, 2019

Best Answers
GlinetteC
Moderator

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:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose the Advanced tab.
  4. In the Automation section, the Automatically apply credits box is mark checked.

I've added screenshots to serve as your visual guide:

credit1.PNG

credit2.PNG

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.

View solution in original post

5 Comments
JonpriL
Moderator

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:

  1. Go to the Gear icon.
  2. Under Tools, select Audit Log.
  3. On the Filter menu, select Show only these events under Events.
  4. Below the Show only these events section, select Transactions.
  5. Click Apply.

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.

 

black.png

 

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.

lvhdbiker
Level 2

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.  

GlinetteC
Moderator

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:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose the Advanced tab.
  4. In the Automation section, the Automatically apply credits box is mark checked.

I've added screenshots to serve as your visual guide:

credit1.PNG

credit2.PNG

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.

View solution in original post

lvhdbiker
Level 2

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!

MarsStephanieL
QuickBooks Team

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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