A co-worker is complaining about credits being automatically applied to invoices. Where can the co-worker go to turn off that setting?

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A co-worker is complaining about credits being automatically applied to invoices. Where can the co-worker go to turn off that setting?

The control for automatically applying credits is a global automation setting found in Account and Settings under the Advanced tab. Turning it off stops credits from being applied to invoices automatically; you’ll need to apply any credits manually.

To change it: click the Gear icon, choose Account and Settings, go to Advanced, locate the Automation section, and toggle off Automatically apply credits, then Save.

A co-worker is complaining about credits being automatically applied to invoices. Where can the co-worker go to turn off that setting?

Prepare for the QuickBooks Certified User Exam with our quiz. Enhance your skills with flashcards and detailed explanations. Ensure your success on the QBCU exam!

A co-worker is complaining about credits being automatically applied to invoices. Where can the co-worker go to turn off that setting?

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