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S
sailshave
May 7, 2024
Question

How to Record a Refund of a Customer Invoice

  • May 7, 2024
  • 1 reply
  • 0 views

Hi there,

 

We have issued a full refund to a customer for one of their invoices for $5k + $250 GST. This was done in branch via a bank draft. I am attempting to record this in QuickBooks Online, and am unable to.

 

I am following the instructions on this help page here, but when I get to Step 2.6 (In the Tax field, select the appropriate Tax (not inclusive/exclusive of tax)) I am not able to save the Expense. I receive the attached error message (You cannot track tax on accounts of types Accounts Receivable and Accounts Payable).

 

What am I doing wrong?

 

Thanks in advance.

1 reply

J
JamesM4
May 7, 2024

Hello Naheyawin,

 

QuickBooks is a powerful program that helps you get ahead with your work. I can see the benefit of being able to track your refunds and I'll be happy to provide more information. 

 

To get started, I encourage you to check out this helpful article that provides more info about: Record a customer refund in QuickBooks Online. In case you're experiencing browser issues that are causing the error, i recommend clearing cache and cookies on your browser. Clearing cache and cookies is a great way to clean your browser allowing it to work more efficiently. Here's an article that shows you how to do that: How to clear cache and cookies. 

 

You're more than welcome to ask other questions in the comments below. I'm here to help. 

S
sailshaveAuthor
May 15, 2024

Yes, those are the instructions I am already following and running into issues with. Clearing cache did not fix my issue as when I get to Step 6 ("In the Sales Tax field, select the appropriate Sales Tax.") and select any option from the drop down menu, I am not able to save the Expense. I receive the attached error message (You cannot track tax on accounts of types Accounts Receivable and Accounts Payable).

J
JamesM4
May 15, 2024

Just to confirm, which sales tax code are you using?

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