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October 8, 2025
Question

Can you set credit limits for customers to stop invoices and or orders being raised ?

  • October 8, 2025
  • 2 replies
  • 6 views
No text available

2 replies

QuickBooks Team
October 8, 2025

Currently, QuickBooks Online (QBO) doesn't have an option to set credit limits that automatically prevent the creation of invoices or orders, Jemma.

 

As a workaround, you can manually monitor your customers' balances and record their credit limits in the Notes field under their customer profile.

 

Here's how:

 

  1. Go to the Customer Hub and select Customers.
  2. Locate and choose the customer you want to manage from your list.
  3. Click Edit.

  4. In the Notes and attachments section at the bottom, type in their credit limit.
  5. Click Save.

 

You can also integrate with a third-party app to streamline your credit limit management process. To find and add an app in QBO, here's how:

 

  1. Click the My integration icon in the upper-right corner.
  2. Select + Find integrations.
  3. Use the magnifying glass bar or select the Browse categories dropdown to search for an app.

 

If you have additional questions, feel free to reply below.

SIAB
Level 2
October 8, 2025

@Jemma-Willett 

You can use an inventory management app with the feature to sync with QBO as a workaround.