We paid a Suppliers Pro-forma. When they Invoiced us, the amount was lesser than the paid amount. The refund the diff into our bank acc. How do I capture the refund?

Hi, Mariaan.

Thanks for reaching out about how to record the refund you received from your supplier in QuickBooks Online (QBO). Whether it's for entering expenses, writing checks, or entering bills you plan to pay later, let me walk you through the steps below:

If you don't enter bills to track your expenses, follow these steps to record the reimbursement:

1. Before proceeding, ensure that you have already created the initial expense or check in QuickBooks and assigned a Category/Account to it.
2. Click + New and then Bank deposit. Go to the Add funds to this deposit section.
3. Enter the amount and select the same Category/Account as the original expense. You can also track customer or project returns to manage costs.
4. Add the amount, then hit Save and close.

If you enter bills to track your expenses, follow the steps below to ensure the credit hits the expense account you use for this supplier:

1. Click + New.
2. Select Supplier credit.
3. In the Supplier dropdown, pick your supplier.
4. Depending on how you record purchases with this supplier, enter the category or item details.
5. Enter the amount.
6. Then choose Save and close.

For more details, on how to record a refund or credit from a supplier in QuickBooks Online, check out this article: Enter supplier credits and refunds in QuickBooks Online.

You can also learn how to add specific information to your sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.

Let me know if you still have queries with other concerns, just comment down. I'd be happy to answer your query.