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October 23, 2022
Question

How do I enter a refund from a customer for the legal fees they provided?

  • October 23, 2022
  • 1 reply
  • 0 views
the customer, an auditing firm has issued a refund for the services they provided.

1 reply

DivinaMercy_N
October 23, 2022

Recording customer refund in QuickBooks Online (QBO) is a breeze, @sengrrr7-gmail-c. I'm here to guide you throughout the process, 

 

To do so, you can simply use the Refund receipts feature to record the refund for a service. Here's how:

 

  1. In your QBO account, select the + New button.
  2. Next, click the Refund receipt feature.
  3. Then, in the Customer dropdown pick the  customer you want to refund.
  4. From the Refund From field, then select the bank you deposited the payment for the invoice.
  5. Input the services the customer returned in the Product/Service column.
  6. Ensure to fill in the date, quantity, rate, amount, Tax, and other fields accordingly.
  7. Once done, select Save and close.

 

For reference, please check this article: Record a customer refund in QuickBooks Online. 

 

Please let me know how this goes. I want to ensure you'll be able to record your customer's refund in QBO correctly. Have a good day ahead and take care.