thinkQuickBooks

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Clever trick to unapply a vendor credit in QuickBooks

VENDORS & BILL CREDITS:

Open the BILL CREDIT you wish to unapply, and temporarily change the name of the VENDOR – any name will do. SAVE. This will unapply the credit. Then change the name on the BILL CREDIT back to the correct VENDOR. The bill credit is once again fully available and you can apply as you’d like.

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11 thoughts on “Clever trick to unapply a vendor credit in QuickBooks

  1. Ketan Mehta on said:

    Thanks, that was really clever trick. I had applied a JE against the invoice and I could not unapply it any other way.

  2. tiffany on said:

    Thank you for that simple trick! Worked perfectly. I was going crazy looking for the “unapply credit” QB mentioned but couldn’t find it anywhere!

  3. Paula on said:

    Thank you! I’ve been using quickbooks for 13 years and just discovered this neat trick.

  4. This was awesome and easy!! Thanks so much.

  5. Happy to help, Rose!

  6. OMAR AISSA on said:

    Thanks lot, good trick

  7. Deb T. on said:

    Nothing in QuickBooks is that easy – what a pleasant surprise!

  8. Angel Christine M. Mercurio on said:

    This is so smart. Thank you so much.

  9. Glad it came in handy!

  10. MARGARET on said:

    If I have an unapplied vendor credit and no longer use that vendor, (they went out of business), how do I remove this from their account? The credit is for a previously reconciled period of time as well.

  11. Hi, Margaret. The best way is to create a bill or a journal entry that accounts for the amount of the credit, dated in the current (open) fiscal year. Then, use the Pay Bills function to clear off the balance.

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