APPLY CREDIT MEMO IN QUICKBOOKS ONLINE HOW TO
APPLY CREDIT MEMO IN QUICKBOOKS ONLINE PRO

Double-check that the Payment method and Deposit to fields are correct.Ensure that you've specified a Customer with an open Invoice.Locate the Payment that's showing Unapplied and click it to open it up.Hover over the Sales tab and choose All Sales.To remedy this, you'll want to apply it to an Invoice. If you're seeing Unapplied in the Status column for a Payment that you received, it's because it hasn't been applied to a specific Invoice yet. Understanding the Status of the payments you record in QuickBooks Online is important, so I want to make sure you have all the information you need. Hi there and thanks for joining in on this thread to learn more about Unapplied Payments. Please don't hesitate to reach out if there's anything else I can help with!

APPLY CREDIT MEMO IN QUICKBOOKS ONLINE PRO

If you're not already working with an accountant, you can use the Find a pro to help option to search for a QuickBooks certified Pro Advisor near you.

You can invite your accountant to view your company through the My Accountant tab.

APPLY CREDIT MEMO IN QUICKBOOKS ONLINE HOW TO

If you're still unsure of how to handle this transaction, I recommend checking with your accountant to see how they think it should be taken care of. You can learn more about handling an unapplied payment in this article: Unapplied cash payment income on your profit and loss From there, you can apply the credit that's generated by the unapplied payment to the invoice. If there's an open invoice that this payment relates to, you'll navigate to the invoice and click Receive payment. If this payment was posted through a bank deposit, you'll need to remove the payment line from that deposit or delete the whole deposit in order for the system to let you delete the payment. If this is a duplicate and the related invoice already has a payment applied to it, then you'll need to delete the credit that was created by the unapplied payment. How you'll handle this credit will depend on the situation. I can explain how to handle your unapplied credit. Welcome to the Community! It's great that you're taking advantage of all the features that QuickBooks Online has to offer to make managing your business simple.

Apply credit memo in quickbooks online