Choose the bill that you wish to be paid.Otherwise, here's how you to apply a credit to a bill in QBDT: This way, they can explain and show you a some workaround in applying credits when using Bill Pay. If you're using Bill Pay, I recommend reaching out to the Bill Pay Support Team. Let me guide you on how to apply a credit when paying your bills in QuickBooks Desktop (QBDT).Ĭurrently, we don't have an option to apply credits to a bill through Bill Pay. Reach back out to me if there's anything else you need concerning QuickBooks. Resolve common issues when applying a payment towards an invoice.On the other hand, you can also check this link for your future reference about QuickBooks Desktop and how to resolve issues when applying a payment: Make sure that the Automatically apply payments is not selected.įor more details, just click this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.Click Edit at the top and select Preferences.Once the Available Credit window shows up, choose Retain as an available credit.Īlso, you can uncheck the Automatically apply payments so the credit will not apply to other open invoices.Select the correct customer from the Customer:Job drop-down menu.From the Customers menu, pick Create Credit Memos/Refunds.Double-click the Credit Memo transaction.From the Customers menu, pick Customer Center.Let me walk you through the steps on how to do it: To make sure that it was applied correctly, you can delete and recreate the credit memo and manually apply it to your invoice. Thanks for getting back to us, you're right QuickBooks only allows the same job in applying for credits and doesn't apply for a different job. Let me know in the reply section below if you still have questions or concerns. In case you need help with other customer tasks, click this link to go to our general customer's topic with articles. For details about the tools, check out this guide: Verify and Rebuild Data in QuickBooks Desktop. Continue to the steps below to Rebuild Data to correct the problem.Īfter running the tool, restart your computer and try receiving the payment again. "Your data has lost integrity," indicates there is data damage in the file."QuickBooks detected no problems with your data," no further action is needed. Go to the File menu at the top, then select Utilities.This tool self-identifies the most commonly known data issues within a company file and self-resolves most data integrity issues. Let's run the verify and rebuild tool to check if it has something to do with your data. Thanks for getting back to us here, have an idea about why your unused credits aren't available when making a payment.
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