How to 'Un-apply' Credits

When you go back to the Pay Bills screen after you deleted the check, you should see that bill there to be paid (but the amount of the bill is only what is left after you applied the credit, right?)  Highlight the bill, then click the 'Go to bill' button at the bottom left of the screen.  When the bill is open, press Ctrl+H to see what credits were applied to the bill.  Click the 'Go To' button to go to the credit.  From there you can delete the credit.

Thanks for the reply

What if the bill is totally paid by the credit? Then it isn't listed on the pay bill screen.

In the Vendor Center, you should be able to highlight the vendor name.  Then you should see a list of all transactions.  The credit should show up in the list.

Thanks for the reply

When I do that it does open the credit but I get no option to un-apply the credit. I need to un-apply the credit.

Thanks

Hope someone here will correct me if I'm wrong, but I'm pretty sure you'll have to delete the credit.  Then re-enter it.

No need for correction, Joni....you're exactly right!

I expect you get asked this a thousand times but the instructions tell us there should be an icon to unapply the credit in the bottom of the screen when we open the invoice that was paid. I have yet to find it.

Also deleting and reentering credits is a time consuming and will affect reports that were previously created. Is deleting and reentering credits the only way to unapply a credit in Pro 2007?

Thanks.
Linda

Hi whitestone,
Welcome to the community!
I'm sorry if we have misleading directions someplace.  Can you direct me to where you have found these instructions? 
Steve

I've been struggling with same issue. From this thread, it seems that to unapply credit from a check that was applied to a bill, I need to delete the check and re-enter it; This is counter-intuitive, because prior to applying the credit, both the check and the bill existed; There should be a way to "undo the apply" and get back to that same state. In other words, the application of the credit should be a visible and reversible transaction, but it seems not to be. Any new information would be appreciated. Thanks.

I did the same thing. My vendor credits are created from Point of Sale. I can't delete all the credits and re-enter.

Hi,

Same issue here. To delete the credit and re-enter and re-assign would take hours, as the credits are quite large and applied to hundreds of invoices. Do any of the later versions fix this issue (upgrading would be cheaper for my clients at this point!)

Thanks

Slightly different question is I can see a bill and that it was paid but I can't find a check that paid it. I'm assuming that a credit hit it automatically but I can't find that credit either. Any suggestions. I'm in 2008 quickbooks.

If you are using the Vendor Bill feature through Accounts Payable, one way to get a report that gives you the history you need is the Vendor Balance Detail Report. If you want to show the history with just one Vendor, then go to the top of the report to Modify>Filter>Name> and select the name of the Vendor. It will show all activity, and is a good document to print out when the check stub fails to print everything.

If you have recently paid something through the A/P or BILLPMT feature of QB, and made a mistake, then void the check, void the Bill and re-enter the Bill and click on it again and the credit will show as available at the bottom of the Pay Bills screen.

There is a HUGE problem with voiding checks (I have learned this the HARD way), it completely messes up banking reconcilliation (which I have personally spent HOURS correcting before, including having to "cheat" the system by changing some of the data codes in notepad in order for my bank and QB to recognize account information that had "already been imported" to reconcile properly-not fun). There has to be a way to "un-apply" credits, but so far in this thread I'm not seeing a genuine solution.