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S
ssallay_90
December 2, 2024
Question

Check I issued showing up on collections report.

  • December 2, 2024
  • 2 replies
  • 0 views

I entered a refund check that I gave out and it's showing up on my collections report. I've done this for a few other customers and those didn't show up so I can't figure out what I did wrong. Please help!

2 replies

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Trish_T
December 2, 2024

Hello ssallay_90,

 

Welcome to Community!  I would be happy to provide some insight here!

 

When you create a credit or refund for you valued customers, it's important to ensure it's accurately applied to the customer invoice.  Please refer to this helpful guide, to ensure all steps have been taken, to record the refund accurately.

 

Should you require additional assistance, please don't hesitate to contact our QuickBooks Desktop specialists, outside of this forum. You can locate the contact details here. 

 

If you have any other questions, feel free to reach out. We would be happy to help!

S
ssallay_90Author
December 2, 2024

I've tried doing it where I make a credit memo and then refund. But then on that job, it shows a negative balance. I'm really confused because on the other jobs that I refunded, I just put in a refund check and it's fine. Why is it only this check I sent out that's showing up on my collections report?

T
Trish_T
December 2, 2024

Hi ssallay_90,

 

It sounds like you may have created a duplication, when entering a credit memo and a refund for your customer.  To balance the customer account, you can delete one of the items.  However, I encourage you to contact our Customer Care team at 1-833-317-2226, Mon-Fri: 9am-8pm ET.  They'll be able to connect with you virtually, and ensure a positive outcome on your books.

 

Feel free to let us know if this is resolved, as it will assist other Community members, who may be facing the same concern.

S
ssallay_90Author
December 2, 2024

I tried it by just doing a refund as well and that's where it keeps showing up on my collections report. I'll try giving customer service a call. Thanks for trying to help. 

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