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kashif-amjad615-
Level 1

Can i set the credit limit of custumers

 
1 Comment 1
Rea_M
Moderator

Can i set the credit limit of custumers

Currently, the option to set a credit limit for customers is unavailable in QuickBooks Online (QBO), Kashif. However, I know a workaround that'll enable you to document this information in their profile. I'll gladly guide you on how to do this.

 

You can utilize the Notes and attachments section in your customer's profile to record their credit limit. To do this, here's how:

 

  1. Go to the Sales menu and select Customers.
  2. Locate and choose a customer from the list.
  3. Click Edit to open the Customer profile.
  4. Go to the Notes and attachments section.
  5. Enter the credit limit in the Notes field. For example, "Credit Limit: 50,000". 80.png
  6. Choose Save.

 

After that, you can run and customise (include the Note column) the Customer Contact List report to identify and get a better view of each customer's credit limit.

 

I'm always ready to answer all your queries about managing customers and sales transactions or any QuickBooks-related topics. Kindly update me by leaving a comment below.