1 / 6

How do I unapply a credit in QuickBooks thoroughly explained?

In this PPT, you can learn how to unapply a vendor credit in QuickBooks desktop application. If you are getting any technical unease while performing the steps, reach out to us by dialling our QuickBooks error helpline number. Once you are connected, unapply a credit in QuickBooks with the help of our friendly QB experts.

sarahwatonus
Download Presentation

How do I unapply a credit in QuickBooks thoroughly explained?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Different Procedures To Unapply A Credit In QuickBooks (855)-526-5749

  2. Introduction You may need to unapply a credit in QuickBooks application when a customer makes overpayment for an invoice in the program. QuickBooks is one of the most preferred accounting solutions that can help its users to send invoices and get paid from within the application. However, if a customer makes overpayment for an invoice, QuickBooks automatically adjust the extra amount as credit. If you want to unapply a credit in QuickBooks application, you can get it done in several ways you can find by reading this post until the end.

  3. Different Ways To Unapply A Credit In QuickBooks • There are different ways to unapply a credit in QuickBooks application, as suggested in the below-given list: • The first method to unapply a credit is to refund the overpaid amount by creating credit in QuickBooks. • If your customer wants, you can also create a journal entry to write off the overpaid amount. • Another method to unapply a credit in QuickBooks is to apply a credit to an unpaid invoice. • The overpaid credit in QuickBooks can also be applied to the next invoice that the customer needs to pay.

  4. How To Find Credit Memo To Unapply A Credit In QuickBooks? • If you want to unapply a credit in QuickBooks, you need to find the credit memo in the first place. To do so: • Open the QuickBooks application and select Customers and Receivables from under the Report tab. • Now when you see a drop-down menu, select the Transaction List by Customer. • Next, you have to click on the Customize Report option. • After that, move to the Filters tab. • Type Transaction Type in the search field to move ahead. • Now click Transaction Type and select Credit Memo using the drop-down menu. • Lastly, click OK, and you can see all Credit Memos in QuickBooks Desktop application. • You may now perform a suitable way for QuickBooks edit credit memo after discussing with your customer.

  5. Steps To Unapply Credit from Bill in QuickBooks Desktop • The below-given steps can resolve your query on how to cancel credit in QuickBooks: • Go to the Vendor Credit list and choose the right vendor. • Next, you need to mark the radio button for Credit to change the transaction type. • Once you are done, click Save and Close to apply the changes. • Finally, mark the radio button to change the transaction type and then click Yes to finish.

  6. Need Expert Guidance? In this PPT, you can learn how to unapply a vendor credit in QuickBooks desktop application. If you are getting any technical unease while performing the steps, reach out to us by dialing our QuickBooks error helpline number. Once you are connected, unapply a credit in QuickBooks with the help of our friendly QB experts.

More Related