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R
RWAR
July 23, 2020
Question

Does Quickbooks Online track Customer Account Credit Limits ? I do not find the Credit Limit field on the Customer Account settings. Please help?

  • July 23, 2020
  • 1 reply
  • 1 view
No text available

1 reply

C
Charies_M
Level 9
July 23, 2020

Thanks for sharing your question, RWAR.

 

While QuickBooks Online (QBO) doesn't have a credit limit field yet, you can enter it in the Notes field as a workaround, I'll show you the steps below:

 

  1. Go to Sales.
  2. Click on Customers.
  3. Select a customer and click on Edit.
  4. Click on Notes.
  5. Enter the credit limit.
  6. Click on Save.

As we continue to wok on meeting our customers needs, I encourage you to visit our QuickBooks Blog. This way, you'll be updated with our latest news and updates including product improvements.

 

Stay tuned for product updates. If you have additional questions, please let me know as I'd love to help you some more. Have a good one.

R
RWARAuthor
July 23, 2020

Thanks for your reply.

This will help in the meanwhile, it is quite important to have Credit Limits on Customers Accounts that warns you when processing Sales that you are exceeding the Limit.  Looking forward to having Credit Limit Options on Customer and Supplier's Accounts hopefully soon.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    July 24, 2020

    @RWAR 

    You may find the feature in an inventory management app.

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