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We answer how to unapply a credit in QuickBooks desktop

In business, it is possible that a customer might overpay you or payment might get recorded twice to an invoice. This creates the need to unapply a credit in QuickBooks so as to settle the over-payment and avoid any future conflicts. Still, hovering on with the task? Call right away on (855)-526-5749 to avail help from the QB support team.

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We answer how to unapply a credit in QuickBooks desktop

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  1. We answer how to unapply a credit in QuickBooks desktop (855)-526-5749

  2. Introduction QuickBooks is known to provide the best of the features for in-house management of accounting tasks. In business, it is possible that a customer might overpay you or payment might get recorded twice to an invoice. This creates the need to unapply a credit in QuickBooks so as to settle the over-payment and avoid any future conflicts. QuickBooks automatically applies the credit to an overpaid invoice from a new customer, but it is recommended to have a word with your customer for the preferred settlement option for the payment. (855)-526-5749

  3. How to unapply a credit in QuickBooks from an invoice • If you have to unapply a credit memo from an invoice that has been wrongly applied, follow the steps to know how to unapply a credit in QuickBooks Desktop. • Make use of Ctrl + H keys to display the transaction history. • On the invoice double-click and choose Apply Credits. • On the Previously Applied Credits window, clear the credit. • Click on Done. • On the invoice, click on Save and Close. (855)-526-5749

  4. Know how to Unapply Credit from Bill in QuickBooks Desktop • Click on the right vendor from the Vendor Credit list. • Change the transaction type by clicking on the Credit radio button. • Once again hit on the Credit radio button to change the transaction type. • Finally hit on Yes for transaction change confirmation • Unapply a Credit in QuickBooks Invoice • Move to the Credit Memo list and double-click the invoice that you want to unapply credit for. • Choose Apply Credits option, after this remove the selected credits from the Previously Applied Credits screen. • With the Done button on the Apply Credit screen, Save & Close on the Invoice window. (855)-526-5749

  5. CONCLUDE Concluding our PPT here we hope you have the answer how to unapply a credit in QuickBooks desktop. Still, hovering on with the task? Call right away on (855)-526-5749to avail help from the QB support team. (855)-526-5749

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