Hi there,
Currently, the option to automatically apply credits is unavailable. I recognize your need for the said specific transaction in QuickBooks Online.
We value your input and want to improve QuickBooks Online (QBO) for you. If you have a specific feature in mind that you'd like to see added to QBO, we encourage you to share your feedback with our engineers.
Let me walk you through sending feedback:
- Click the Gear icon.
- Then, select Feedback under the Profile section.
- Please provide a summary of the feature you would like to request.
- Lastly, Click Next once done.
I would like to share this article to learn how to customize your reports to get awesome insights. Here's the topic you can utilize for reference: Common custom reports in QuickBooks Online.
If you have any questions such as banking or invoices, please don't hesitate to click the reply button. I'm always around to help!
