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S
ScoutTreasurer
May 6, 2024
Question

Customer check not showing?

  • May 6, 2024
  • 1 reply
  • 0 views

Using QBO - Simple Start

 

I say "customer" as we are a scout troop using QBO for accounting purposes and our "customer's" are our scouts, their parents and our leaders.

 

We, the troop, receives payments from our "customers" to pay for camping trips, summer camp, uniforms, patches, etc. Monthly a "customer" acts as the chef for our campout and purchases food for the troop with their own money. They submit a reimbursement request and are paid back for the food out of the camping fee the troop collects for each campout. 

 

The problem I'm running into is that the check paid to the "customer" is not showing up on their customer page where I can see invoices and payments.

 

What can I do? Thank you in advance for any assistance.

1 reply

R
RheaMaeH
May 6, 2024

Thank you for posting in the Community, ScoutTreasurer.  I'd like to provide insights about checks paid to the customer in your QuickBooks Online.

 

The customer page will display all sales transactions and payments that have been received. However, if you want to view the check paid to the customer as a reimbursement, you can find it under the Expense tab.

 

If you want to record your customer reimbursement, you can enter a credit memo. Here's how:

 

  1. Click + New and select Credit memo.
  2. In the Customer field, select the appropriate customer.
  3. Enter the Credit Memo Date, Amount, Tax, and Product/Service.
  4. Select Save and Close.

 

For more details about recording customer refunds, you can visit this article: Record a customer refund in QuickBooks Online.

 

Also, here's an article as your reference in case you receive bounced checks from your customer: How to record customers' bounced checks using Accounts Receivable.

 

Please let me know if you have any concerns about checks paid to the customer in your QuickBooks Online. I'm always here to help. Take care and stay safe.

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