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QuickBooks Team
QuickBooks Team
‎November 08, 2023 04:48 AM

Manage Customers and Income

We always strive to provide the best product experience possible, BookkeepingBecky.

 

At this time, there isn’t a specific time frame as to when you can set up credit limits for customers available. Our development team is constantly working to improve the product. We see consumer feedback as an opportunity to improve the numerous features of our products.

 

You can also give our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

Furthermore, you can visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. You'll want to check for a third-party application that can help you with allowing for customer/supplier credit limits to be set up. 

 

Check out this link for a list of QuickBooks-compatible apps: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

 

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field.
  3. Look for an app that supports the credit limit feature.

 

 

Any questions about integrating the app into your Online account should be directed to the app's third-party provider. To assist you in managing your account and growing your business with QBO, I recommend visiting one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.

 

Feel free to drop by if you have questions about managing your entries. Do you need to run some reports for the next current period? Or would you like to take care of taxes in QuickBooks? Let me know and I'll lend a hand again.

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