How to Unapply a Credit Memo in QuickBooks Desktop — Call 1.855.738.2891 for Assistance

2 min read5 days ago

A credit memo in QuickBooks Desktop is used to issue a refund or reduce the amount a customer owes. However, there may be instances where you need to unapply a credit memo, such as when it was applied incorrectly or needs to be reassigned. If you’re unsure about the process, you can follow the steps below or call 1.855.738.2891 for expert guidance.

Steps to Unapply a Credit Memo in QuickBooks Desktop

Step 1: Open the Customer Payment Window

Launch QuickBooks Desktop and go to the Customers menu.
Click on Customer Center and find the customer associated with the credit memo.
Locate and open the Payment or Invoice to which the credit memo was applied.

Step 2: Unlink the Credit Memo

In the Receive Payments window, find the transaction where the credit memo was applied.
Uncheck the Credit Memo that was linked to the payment or invoice.
Click Save & Close to confirm the changes.

Step 3: Delete or Reapply the Credit Memo

If you want to delete the credit memo:Go to Customers > Create Credit Memos/Refunds and locate the credit memo.
Click Delete and confirm the action.
If you want to reapply the credit memo:
Open the credit memo and choose a new invoice or payment to apply it to.
Click Save & Close to finalize the changes.

Need Help? Call 1.855.738.2891

If you encounter any issues while unapplying a credit memo in QuickBooks Desktop, such as system errors or missing transactions, it’s best to seek professional support. Call 1.855.738.2891 to get step-by-step assistance from QuickBooks experts and ensure your accounting records remain accurate.
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