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March 12, 2023
Question

Client issued a credit memo and a check. How do I link them in QBO?

  • March 12, 2023
  • 1 reply
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Client issued a credit memo and a check, separately. How do I link them in QBO?

1 reply

JessT
March 12, 2023

Hello, BillBatesCPA!

 

Did your client give you a credit memo and a check? A credit memo is issued to a client, so I assume your company issues a credit memo and a check to your client rather than them issuing those transactions to your company. I'll guide you through linking them.

 

A credit memo will reduce your Income and Accounts Receivable (A/R) accounts. Therefore, your check transaction should use the A/R as a category to reverse the posted amount in the A/R, and you'll be able to link them via a Receive payment transaction.

 

 

 

You can also check about recording customer refunds in QuickBooks Online for your additional reference.

 

Feel free to comment on this thread if you have more questions about recording customer-related transactions. I'm just around to help.