Remove or Unapply a credit from Bill.

by Data Service Solutions QuickBooks Certified Expert

Have you ever wanted to know how to "Unapply or remove a credit in QuickBooks"? It commonly happens when your clients overpay or record the payment twice to an invoice or bill, forcing the need to repay the overpayment to avoid future complications. It has been observed that if a client overpays, QuickBooks immediately credits an overpaid invoice from a new customer. You may also need to contact your customer to identify the best way to adjust the additional payment. Let us proceed by deleting the customer or vendor credit from the QuickBooks application.

In QuickBooks Desktop, learn How to remove a credit in QuickBooks an invoice or bill.

Read more - Visit this page if you are getting the error Register QuickBooks Library files failed.

Did you add a credit to an invoice or bill by mistake? Don't be concerned. Here are the simple methods to removing the customer or vendor credit.

  • Take a credit off an invoice

  • Here's how to erase a credit memo from an invoice if it was applied incorrectly.

  • Ctrl + H will bring up the transaction history.

  • Select Apply Credits after double-clicking the invoice.

  • Clear the credit selection in the Previously Applied Credits window.

  • Select Done from the Apply Credits window.

  • Select Save and Close on the invoice.

  • Take a credit off a bill

  • And here's a quick way to remove a vendor credit from a bill.

  • Find the vendor credit.

  • Select the Bill radio button to change the transaction type from credit to bill, then Save & Close.

  • Bring up the resulting bill and return the transaction to credit by selecting the Credit radio button, then Save and Close.

  • When requested to change the transaction, choose Yes.

Read more - Visit this page if you want to fix Quickbooks Autofill

If you are getting QuickBooks Desktop Won't open error visit our blog on This error.

Sponsor Ads

About Data Service Solutions Innovator   QuickBooks Certified Expert

10 connections, 0 recommendations, 61 honor points.
Joined APSense since, September 26th, 2022, From Plano, United States.

Created on Nov 3rd 2022 09:16. Viewed 213 times.


No comment, be the first to comment.
Please sign in before you comment.