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TammieMB
February 18, 2023
Question

REFUND TO MY CUSTOMER

  • February 18, 2023
  • 1 reply
  • 0 views

I have spent hours trying to get an answer to this question...HOW DO I REFUND MY CUSTOMER THAT ORIGINALLY PAID WITH A CREDIT CARD BUT I WANT TO REFUND THEM WITH A PAPER CHECK?

How do I record that CORRECTLY in QuickBooks Online?

1 reply

MariaSoledadG
MariaSoledadG
February 18, 2023

Let me guide you on how to refund your customer with a paper check, TammieMB.

 

Recording a refund is based on various scenarios. In your case, you can create a refund receipt to offset the customer's open credit. To do so, you can follow the steps below:

 

  1. Click + New.
  2. Choose Refund Receipt.
  3. Under the Payment method field, choose check.
  4. Under the Refund From field, select the correct account.

  5. Select Save and close.

 

To give you more options on how to record a refund, check out this article for more details: Record A Customer Refund In QuickBooks Online.

 

Additionally, learn to run reports to know specific information about your refund transactions. I've added these articles for your reference:

 

 

Let me know if you need further assistance when recording refunds. I'll be right here to help. 

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