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September 14, 2021
Question

Return products adjustment

  • September 14, 2021
  • 1 reply
  • 0 views
There are no any option for Return products amount adjustment in current invoice.

1 reply

September 14, 2021

Hello there, @rayuenterprise.

 

Let me share information with you about recording return products in QuickBooks Online (QBO).

 

You can either create a credit memo or refund receipt. By doing so, the item will be returned to stock. When you use a credit memo, you can apply it to the next invoice, and if the customer asks for a refund, use a refund receipt. 

 

To create a credit memo:

  1. Click the + New button.
  2. Select the Credit memo.
  3. Fill in the necessary details.
  4. Click Save and close

To create a refund receipt:

  1. Click the + New button.
  2. Select Refund receipt.
  3. Fill in the necessary details.
  4. Click Save and close

I'm adding these articles to learn more about credit memos and refund receipts:

Feel free to click the Reply button below if you need further assistance recording your transactions in QuickBooks Online. I'll be around in the Community to help you.