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January 10, 2024

Welcome to the Community space, Shannon. I'm here to guide you through the process of making a chargeback.

 

If you need to create a chargeback for a business expense, follow these steps:

 

  1. Click Create (+) > Check.
  2. Select the checking account that your merchant account processor uses for your credit card transactions.
  3. Select the customer name you used for the original credit card payment transaction.
  4. Delete the checking number. In its place, enter a note indicating that this check is a chargeback, such as CB.
  5. Enter the total amount of the chargeback item.
  6. Clear the Print later checkbox.
  7. For the Account, choose the account that you charge for the transaction.
  8. Click Save and close.

 

If you need to create a chargeback for QuickBooks Payments, please refer to this article: Handle chargebacks and retrieval requests for QuickBooks Payments.

 

Moreover, here's a helpful link to find articles to guide you through adding, organizing, and sending invoices in QBO: Invoices and Payments Help Articles in QuickBooks Online.

 

Please let me know if you require further assistance with your chargebacks. I'm always here to assist you. Have a great day!