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A
arkvalleyinfo
January 30, 2019
Question

How can I get a Report of refund receipts processed for the year?

  • January 30, 2019
  • 1 reply
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1 reply

AlcaeusF
AlcaeusF
January 30, 2019

Welcome, @arkvalleyinfo.

 

Thanks for dropping by the Community. I can help walk you through pulling up a report that you need in QuickBooks Online (QBO).

 

You can pull up or run the Transaction List by Customer report, and customize it to show all the refund receipts that you've processed for the year.

 

Here's how:

 

1. Go to Reports menu at the left panel, then type Transaction List by Customer on the search bar.
2. Click Customize on the upper right.
3. On the General drop-down, select the appropriate date on the Report period.
4. Now go to the Filter drop-down and choose Refund on the Transaction Type drop-down.
5. Pick a specific customer on the Customer drop-down, then Run report.

 

 

 

Just in case, you can also check out this article for future reference: How to customize reports.

 

There you have it! Please let me know how it goes by leaving a comment on this thread. I'm only a few clicks away should you have any additional questions. Cheers!

J
JoshG
January 18, 2021

this doesnt work, it doesnt search for it.

J
JonpriL
January 18, 2021

Hello @JoshG,

 

Let's pull up and customize your Transaction Detail by Account report to see the list of refund you've given to your customers.

  1. Go to Reports.
  2. On the Search address, enter Transaction Detail by Account.
  3. Click Customize.
  4. Select the appropriate report period you wanted to show up on your report.
  5. Under Filter, select Customers and Transaction Type.
  6. On the Customers menu, select All.
  7. For the Transaction Type menu, select Refund.
  8. Click Run report.

Learn more about how you can save a report after customizing it with this article: How to memorize a report in QuickBooks Online.

 

Additionally, I've also included this reference for a compilation of articles you can use to get a better view of your business's financial status: Financial Report for QuickBooks Online.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

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