How can I set up an email alert when a client exceed its credit limit?

Currently, the ability to add email alerts when your client exceeds their credit limit isn't available in QuickBooks Online (QBO), Cristina.

As a workaround, you can consider manually entering their credit limit in the Notes field. I'll gladly walk you through how.

1. Go to Sales and select Customers. 
2. Locate and choose a customer from your list. 
3. Click Edit. 
4. Under the Notes and attachments, enter their credit limit.
5. Click Save. 

Additionally, you can follow 4Gal's suggestion about using and downloading third-party applications to help simplify your workflow. To download one, here are the steps you can follow.

1. Go to Apps.
2. Click Find apps.
3. On the search field provided, you can type and browse apps.

If you want to learn how to record payments into your credit card in QBO, you can refer to this article for more information: Record your payments to credit cards in QuickBooks Online.

Feel free to leave a comment below by hitting the reply button if you have other questions regarding the credit card limit in QBO. The Community space is always here to help you.

Hey there! We ran into the same issue with customers going over their credit limits, so I built a tool to solve it — it’s called Blume (useblume.com).

Blume connects to QuickBooks Online in minutes, pulls all your customer balances, compares them to their credit limits, and sends automatic email alerts when they’re over. It also tracks overdue balances and sends smart reminders (since QBO’s default reminders are often ignored). Plus, it shows each customer’s average days to pay, helping you stay ahead of cash flow issues.

Feel free to check it out — I’m happy to give you 2 free months if you’d like to try it out!

Here's a video too! (https://youtu.be/sfpGf1FIGWg?si=Xlfx-09R1ISrDUY1)