QuickBooksHelpIntuit
by Intuit•1• Updated 3 years ago
Learn how to remove a credit from an invoice or bill in QuickBooks Desktop.
Did you accidentally apply a credit to an invoice or bill? Don’t worry. Here are the easy-to-follow steps to remove the customer or vendor credit.
Remove a credit from an invoice
Here’s how you can remove a credit memo from an invoice if it is wrongly applied.
- To display the transaction history, pressCtrl+H.
- Double-click the invoice and selectApply Credits.
- On thePreviously Applied Creditswindow, clear the selection for credit.
- On the Apply Credits window, selectDone.
- On the invoice, selectSave and Close.
Remove a credit from a bill
And here’s a simple solution for removing a vendor credit from a bill.
- Locate the vendor credit.
- Select theBillradio button to change the transaction type to bill instead of credit, then selectSave & Close.
- Bring up the resulting bill and change the transaction back to credit by selecting theCreditradio button, thenSave and Close.
- When prompted about changing the transaction, selectYes.
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