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J
JChwed
November 12, 2023
Question

Customer Refund paid off in installments via credit card in QB online

  • November 12, 2023
  • 1 reply
  • 0 views

With Covid, I have a large number of refunds occurring for a single customer. Instead of repaying the customer on an invoice by invoice basis, an installment plan for the total amount was agreed to and a credit card was used to pay the installments.  How do I record this using Quickbooks Online? Do I create an A/P invoice for the credit card payments? Help!

1 reply

J
JamesM4
November 13, 2023

Hello JChwed,

 


Glad to have you connect with us here. QuickBooks is a robust program that helps you to manage your accounting with ease. I'll be glad to share more info so you're on the right track with your work. 

 

In order to manage your transactions the correct way, I recommend consulting an accounting specialist for expert advice. This ensures your books remain accurate while you continue to manage your work with peace of mind. You can also get in touch with a professional using this link here. Other accounting professionals are able to see this post in the Community and this will allow them to chime in. 

 

Let me know if this info helps. I'm here to steer you in the right direction with navigating the program.

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