Professional help to unapply a credit in QuickBooks

QuickBooks is known to provide the best of the features for in-house management of accounting as well as tax filing tasks. In business, it is possible that a customer might overpay you or payment might get recorded more than once to an invoice. This creates the need to unapply a credit in QuickBooks so as to settle the over-payment and avoid any future conflicts. QuickBooks automatically applies the credit to an overpaid invoice from a new customer, but it is recommended to have a word with your customer to known about the preferred settlement option for the payment.

In this blog, we list down the process involved to unapply a credit in QuickBooks. If you are unsure of the same reach out to the QuickBook team of Toll-free number (800) 417-5147

Find Credit Memos in QuickBooks Desktop we answer how to unapply a credit in QuickBooks

Before we answer how to unapply a credit in QuickBooks, you need to locate the Credit memos in QuickBooks. The steps for the above have been described below:

• Hit on Reports tab and choose Customer and Receivables.
• Next, select the Transaction List by Customers.
• Click on the Customize Report and move to the Filters tab.
• Into the Choose Filter search box, enter Transaction Type.
• Choose a Credit Memo from the Transaction Type drop-down.

How to Unapply a Payment in QuickBooks

To answer the query How to Unapply a Payment in QuickBooks that has been wrongly applied, go through the steps to know how to unapply a credit in QuickBooks Desktop.

• Use Ctrl + H keys to display the transaction history.
• At the invoice double-click and choose Apply Credits.
• On the Previously Applied Credits window, clear the credit.
• Press on Done button.
• On the invoice, click on Save and Close.

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How to clear credit memo in QuickBooks, Answered

• Click on the right vendor from the Vendor Credit list.
• Change the transaction type by clicking on the Credit radio button.
• Once again hit on the Credit radio button to change the transaction type.
• Finally hit on Yes for transaction change confirmation
• Unapply a Credit in QuickBooks Invoice
• Navigate to the Credit Memo list and double-click the invoice that you want to unapply credit for.
• Select Apply Credits option, after this remove the selected credits from the Previously Applied Credits screen.
• With the Done button on the Apply Credit screen, Save & Close on the Invoice window.

We end our blog here we hope you have the answer how to unapply a credit in QuickBooks desktop. Still, having issue how to unapply a credit in QuickBooks? Call right away on (800) 417-5147 to avail help from the QB support team.

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