Revolutionizing Accounting and Finance with AI. Many of you have asked which AI software applications we are utilizing. We currently use Gamma.app for content creation and Play.ht for text-to-speech (TTS).

How do I apply credit to an Invoice in new QuickBooks Online?

Create “Credit Memo” (Create “+” sign > select Credit Memo under Customers heading)

Go to Receive Payment (Create “+” sign > select Receive Payment under Customers heading)

  • You will notice Outstanding Invoices (Transactions) as well as available Credits. Select Invoice and Credit, match with amount received.

Customers / Clients: How do I apply credit to an Invoice