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leanne-wetaskiwi
December 10, 2021
Question

Can you turn off auto select for vendor credits?

  • December 10, 2021
  • 31 replies
  • 132 views
Can you turn off auto feature in QB's for vendor credits - switch to manual selection instead?

    31 replies

    MariaSoledadG
    MariaSoledadGQuickBooks Team
    QuickBooks Team
    December 10, 2021

    Let me guide you on how you can turn off the auto feature, leanne-wetaskiwi.

     

    QuickBooks Online (QBO) has the option to stop the system from automatically applying for credits. To do this, you can follow the steps below: 

    1. Click the Gear icon.
    2. Select Account and Settings.
    3. Go to the Advanced tab.
    4. Click the Pencil icon in the Automation row.
    5. Uncheck the Automatically apply credits box.
    6. Click Save, then Done.

     

    Once turned off, you'll be able to apply for credits manually. Additionally, learn to run vendor reports and customize them to show the information you need. I've added this article for your guide: Customize Reports In QuickBooks Online. 

     

    Feel free to let me know if you have any concerns about vendor credit. I'll always be right here to help you all the time.

    leanne-wetaskiwiAuthor
    December 10, 2021

    I have done that, but it is still automatically applying my credits when I pay a vendor.

      GebelAlainaMQuickBooks Team
      QuickBooks Team
      December 10, 2021

      Thank you for getting back to us, @leanne-wetaskiwi.I'll make sure to get things done for you by providing you with some information.
       

      Since you've tried all of my colleagues' suggested troubleshooting and the credits are still being applied automatically, I recommend contacting our QuickBooks Online Support team. They have the resources to investigate your account and figure out why you're unable turn off vendor credit auto-selection.
       

      To contact support, here's how:
       

      1. Sign in to your QuickBooks Online company.
      2. Go to Help.
      3. Select Contact Us.
      4. Enter your concern, then select Let's talk.
      5. Choose a way to connect with us: 
      • Start a chat with a support expert.
      • Get a callback from the next available expert.


      If you want to learn more about vendor credits, feel free to look over this article: Manage Vendor Credits.
       

      Always remember that the Community is here to guide you, especially when you want to pull up a Bills and Applied Payments Report. I wish you a nice day!

      LMKetchum
      New Member
      January 7, 2022

      I have also made sure that the auto apply is turned off, and still the system auto applies vendor credits.  Why can this just be a simple option/fix??

        JoesemM
        JoesemMQuickBooks Team
        QuickBooks Team
        January 7, 2022

        Thanks for joining the thread, @LMKetchum.

         

        Since you already turned off the automatic apply credits feature and still the system still applies for the vendor credits, I'd recommend performing some basic troubleshooting steps to make sure the issue isn’t browser-related. It’s possible that local internet cache files are the reason for this unexpected behavior. 

         

        Let’s start logging in to QuickBooks using a private window. Here’s how:

         

        • Safari: Command + Shift + N 
        • Google Chrome: CTRL + Shift + N
        • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

         

         Once in, try to create a transaction and see it still applies to the credits. If it works, you need to clear your browser’s cache. This helps remove its stored cache so it'll function efficiently. Here’s an article to help you with the process: How do I clear my browser cache and temporary Internet files?

         

        Otherwise, I'd also recommend using different browsers. They'll provide you with the best and most secure experience with QuickBooks. For more details, see this article: System Requirements For QuickBooks.

         

        I'm adding these articles for more guidance on how to process a refund and vendor credits in QuickBooks:

         

         

        Lastly, you may open this article to view details on how to run a particular report that will reflect all payments made to vendors: Run a report with vendor totals.

         

        Let me know if there's anything else you need with vendor entries. I'm always here to help you anytime. Take care and keep safe, @LMKetchum.

        Llamon
        November 23, 2022

        6 months later, I just wanted to update inquiring minds that this is still an issue that QBO needs to address.

          JessT
          JessTModerator
          Moderator
          November 23, 2022

          Thank you for following up on this, Llamon.

           

          I suggest contacting our QBO Support so they can check your QBO company using more tools.

           

          1. Click on Help and click the Search tab.
          2. Click Contact Us at the bottom.
          3. Enter a sentence to describe the issue and click Continue.
          4. Choose Start a chat or Get a callback.

           

          If you have other concerns, feel free to go back to this thread. Take care and have a good one!

          LizzysLedgers1
          July 5, 2023

          I have a client with several credits on account with various vendors.  They and I need to be able to choose which credits to apply to various open bills.  Even with auto-apply turned off, QBO still wants to automatically apply them, PLUS it does so without consideration to age of credit, relevance, etc.  This needs to be fixed!

            Rubielyn_J
            Rubielyn_J
            Level 8
            July 5, 2023

            I acknowledge the urgency in finding a solution for the issue you're encountering with the application of vendor credits in QuickBooks Online, @LizzysLedgers1.

             

            Typically, vendor credits are applied manually by entering the desired amount in the Credit Applied box. As your QBO account applies for credits automatically, I suggest undertaking troubleshooting steps to fix this problem.

             

            There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use either of these shortcut keys to access one:

             

            • Google Chrome: Ctrl + Shift + N
            • Mozilla Firefox: Ctrl + Shift + P
            • Microsoft Edge: Ctrl + Shift + P
            • Safari: Command + Shift + N

             

            Then, process the vendor credit. Once it doesn't show an automatic application of credits, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks. Also, an alternative way is to use other compatible browsers.

             

            If the issue persists, I suggest contacting our support team by going to the Help menu. They are more equipped to check your account and help further investigate your concern. For detailed steps, you can utilize this article: How and when can I contact Support?

             

            Additionally, I've compiled some articles you can utilize to help manage your bills and bill payments in QBO: 

             

             

            We appreciate your patience and understanding as we work towards resolving this matter. I would be glad to assist you again. Have a pleasant day!

            fp77
            September 22, 2023

            I am still having this issue on 9/22/23 after doing everything this thread recommends.

            continea
            Level 5
            September 22, 2023

            Thank you for connecting with us, fp77. I appreciate your efforts in following everything the thread recommends. Since you are still experiencing a problem, I encourage you to contact our Support Team. They have the tools to investigate further and run some tests in a secure environment. Here is how to reach us:

             

            1. Go to the Help menu.
            2. Hit the Contact Us button.
            3. Enter "callback" in the "What can we help you with?" section.
            4. Select "Let's Talk"
            5. Pick the "Get a call" option to connect with us.

             

            The Community has your back, so please let me know if you need any additional assistance. I hope you enjoy your day. Be safe and take care. 

             

             

             

            meg1990
            November 16, 2023

            Still an issue on 11/16/23

             

            This is an issue for myself and my employees. We need to be able to select the vendor credits and not have them auto applied. I am seeing this has been an issue for years, and still QBO has decided to ignore/not fix. 

              heavensdewag
              November 28, 2023

              This has become a nightmare for me.  All ticks are off and QB is still applying credits to my vendor bills. Please fix this. We shouldn't have to do all of these run arounds or watch to see if a credit is automatically applying for every bill.  Every time I try to fix one billing issue, QB attaches a credit to a different invoice.  It makes no sense.  I am asking my accountant for advice on other accounting software after this issue. 

                CamelleTModerator
                Moderator
                November 29, 2023

                I understand you want to stop QuickBooks from auto-applying credits, heavensdewag. 

                 

                To do this, we can double-check if the automation of applying credits for customer and vendor transactions is off. Please follow the steps below:

                 

                1. Click the Gear icon.
                2. Choose Account and settings.
                3. Select Advanced.
                4. Under Automation, toggle off Automatically apply credits (customer).
                5. Toggle off Automatically apply bill payments (vendor) and hit Save.
                 
                 

                 
                 

                After ensuring it's toggled off and the issue persists, I recommend reaching out to our Customer Support Team so that they can investigate your account and figure out why it's still auto-applying credits.

                 

                Moreover, you may check this article to run a report to view payments made to vendors: Run a report with vendor totals.

                 

                You can always get back to this thread if you have additional concerns regarding vendor credits. I'll be around to assist you. 

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