You'll also want to customize your invoices and reports to personalize their info and formats.įeel free to get back here in the Community if you've got more QuickBooks concerns. Choose the Advanced tab, and then tap Edit ✎ in the Automation section.įor more details, please check out this resource: How to create and apply credit memos. Go to Settings ⚙, and then select Account and Settings.On the other hand, you can turn on the Automatically apply credits option in the Account and settings page to auto-apply these credits to a newly created invoice. Then, in the Payments column, enter how much credit your customer wants to use. In the Credits section, choose the credit memo from Step 1.Enter the customer’s name, and then fill out the required fields.Click + New, and then select Receive payment.To do it manually, here are the steps how: You can do it either manually or using the auto-apply credits feature. Once done, apply the amount to the created invoice. Enter all the info needed such as the customer name, the item, etc.Click the +New icon, and then choose Credit Memo under the Customers section.If you can't live without the ability to copy and paste transaction lines of data, then you probably will want to jump on this release as soon as you have received it.I've got steps to ensure you can create a credit memo for a billable expense, have to simply create a credit memo by selecting the item manually, and then apply it to the invoice associated with a billable expense. If you are having problems with unrecoverable errors then I would definitely consider going ahead and accepting this update when it is pushed out to you. The question always is asked, "Should I install this update"? So should you.only you can decide. Release 12 reportedly fixes an issue in the Invoice Center, Bill Tracker and Report Center which was resulting in QuickBooks generating an unrecoverable error. Release 12 reportedly fixes a pop-up issue which occurred while loading the License Agreement within Help. This functionality was first eliminated from the 2018 Desktop product-line, and was removed from the QuickBooks 2017 Desktop product-line about a month ago in a maintenance release update. Intuit has eliminated the user preference 'Keep QuickBooks running for quick startups.' There have consistently been a number of issues associated with this option that kept the QuickBooks application executable running in the background when QuickBooks otherwise appeared closed. You can then use the Ctrl+Alt+V keyboard shortcut to paste the copied data into a new row for Estimates, Sales Receipts, Sales Orders, Credit Memos, Purchase Orders and Timesheet transactions. The Ctrl+Alt+Y keyboard shortcut has been added to enable you to copy any selected row of data within Estimates, Sales Receipts, Sales Orders, Credit Memos, Purchase Orders and Timesheet transactions. Later releases (ones with higher numbers) include all changes in earlier releases. The following changes, improvements and fixes were made to QuickBooks Desktop Pro 2016, QuickBooks Desktop Premier 2016 and QuickBooks Desktop Enterprise 16.0. Intuit has begun rolling-out the R12 release update to the 2016 line-up of QuickBooks Desktop Windows-based products (Pro, Premier and Enterprise).
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