QuickBooks Online/QuickBooks Desktop Credit memo automation

This article will show you how to turn off "Automatically apply credits" in QuickBooks Online and QuickBooks Desktop. Having this automation turned on while having your accounting system connected to Benji Pays can cause some issues when dealing with credit memos. 

For example: If you create an invoice in QuickBooks and then want to refund that invoice in Benji Pays, you would create a credit memo in QuickBooks to apply to the invoice you want to refund in Benji Pays. If you do not use this credit memo against the invoice you want to refund then the credit memo will be applied to the newest open invoice due to the credit memo automation being set to "On".

Step 1: Login to QuickBooks 

Step 2: Click on the Settings gear and select "Accounts and Settings".

Step 3: Click on "Advanced" in the left hand menu. Next click on the pencil icon to the far right of the screen to edit the Automation setting " Automatically apply credits". Turn this setting off by toggling the button so it is not showing green. Click "Save" and then click "Done".