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Z
Zeddy
January 31, 2023
Question

Issue a refund (Credit Note or Refund Receipt)

  • January 31, 2023
  • 1 reply
  • 0 views

Hi, I am a SME and doing this accounting on my own.

 

Recently I have a customer (who has fully paid for goods delivered) request a full refund as they are not satisfied with the products.

 

Hence, Can I check should i do a credit note or Refund Receipt? Payment is done by bank transfer. Please let me know the steps by steps to proceed the above mentioned refund if possible.

 

Thanks for your help.

Zed

1 reply

L
LeizylM
January 31, 2023

Hi there, Zed.

 

I'll make sure you'll be able to issue a refund in QuickBooks Online (QBO). 

 

For recording purposes in QuickBooks Online, we can directly enter it as Refund Receipt. You can refer to the Refund for goods or services that didn't satisfy the customer section of this article: Record a customer refund or supplier refund in QuickBooks Online.

 

If you want to refund the credit card payment made, you'll need to void the affected invoice. Then record the refund receipt. You can follow the detailed steps in this article: Void or refund customer payments in QuickBooks Online.

 

We got your back if you need additional help with your customer. Have a great day!

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