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M
meyer104
August 24, 2024
Question

How do you refund an ACH payment?

  • August 24, 2024
  • 2 replies
  • 0 views
I opened the invoice, clicked more actions, selected Refund, and got the following message: "Unfortunately, it’s not currently possible to refund payments received by ACH/bank transfer. However, we’re working on it and will let you know when it’s ready".  What are alternative ways of reimbursing a customer, if it's not possible to refund payments received by ACH?

2 replies

J
James_AL
August 24, 2024

Allow me to provide details on alternative ways of reimbursing a customer @meyer104.

 

The message you encounter when processing the ACH refund might indicate that there is an update or that the system is still undergoing maintenance.

 

For now, you can initiate the refund manually in the program. By directly issuing a refund receipt, you can reimburse your customer.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Select + New, then select Refund receipt.
  3. From the Customer dropdown, choose the customer you want to refund.
  4. Ensure that all fields are completed with the same information as the original sale.
    • To issue a refund to their credit card, select Credit Card from the Payment method dropdown.
    • To issue a refund to their bank account, select Direct Debit from the Payment method dropdown.
    • Note: If you don't have the Direct Debit in the Payment method dropdown, select + Add new, then select Save.
  5. From the Refund from dropdown, choose the account the refund is coming from.
  6. Select Save and Close.

 

For more detailed instructions, please refer to the article for additional insights: Void or refund customer payments in QuickBooks Online.

 

I'm always around to help if you have questions about a refund to your customer. Have a great day!

M
meyer104Author
August 24, 2024

Hi @James_AL, 

Thank you for your message.  

The strategy you suggested is for reversing credit card payments, not ACH.  I tried clicking on Learn more about how refunding bank transfers work., but it's an inactive link.  Please advise.

 

Stephanie

J
JamaicaA
August 25, 2024

The error mentioned in the original post means that refunding payments received by ACH is unavailable, meyer104. I can provide an alternative way to reimburse your customer in the program.

 

Instead of opening the payment from the invoice page, we can manually create a refund receipt directly from the menu. Please know that it's for recording purposes only. I'll show you how.

 

  1. Go to the + New button, and select Refund receipt.
  2. On the Customer ▼ dropdown, choose the customer you want to repay.
  3. Click the Refund From ▼ dropdown, then pick the bank you deposited the payment for the invoice.
  4. Add all items in the Product/Service column.
  5. Fill in the date, quantity, rate, amount, sales tax, and other fields accordingly, then tap Save and close.

 

To pay the customer back, write a check. This way, you can match this entry once the bank transactions arrive. Here's an article for complete details: Match online bank transactions in QuickBooks Online.

 

Check out this guide for other ways to return your customer's money: Record a customer refund in QuickBooks Online.

 

I've also included a couple of detailed resources about working with ACH returns/disputes that may come in handy moving forward:

 

 

I'm always around to help if you have questions about handling invoice settlements you received from your customers or processing refunds. Bye for now and take care.

W
wanting to close my account
November 17, 2024

I received notification the desk top version I was using was no longer going to be available. 
now I see a Arch debit on my credit card I have not been using Quick Book . I would like a Refund and then please delete my credit card number Thank you !!

A
Aldren18
November 17, 2024

Thanks for connecting regarding your QuickBooks subscription and refund concern. I know that changes happen, and my goal is to assist you in navigating this cancellation and refund process as smoothly as possible.

 

In QuickBooks Desktop, canceling your subscription is a straightforward process using the Customer Account Management Portal (CAMPs). This tool simplifies and streamlines the cancellation procedure.

 

Before proceeding, please note that only the primary administrator is authorized to make these changes. This security measure aims to protect your account by ensuring that only authorized personnel can access modifications.

 

To proceed, here's how:

 

  1. Please log in to your account on the CAMPs page using your primary admin credentials.
  2. Choose the QuickBooks Desktop account you wish to modify.
  3. In the Products & Services section, locate your subscription and click Details.
  4. Enter any feedback if desired, then click Continue to cancel.
  5. Select Cancel Now to finalize the cancellation. You will receive a confirmation message and an email confirming the cancellation of your subscription.

 

Once the cancellation is successful, your credit card information will automatically unlink from any QuickBooks charges.

 

For complete information on this process, check out this detailed article: Cancel your QuickBooks Desktop Subscription.

 

Regarding your refund request, I recommend contacting our dedicated support team for efficient and secure assistance. They will access your account to initiate the refund process.

 

Here's how to connect with them:

 

  1. Open your QuickBooks Desktop.
  2. Access the Help menu at the upper right corner.
  3. Select QuickBooks Desktop Help/Contact Us.
  4. Type a short description of your issue and concern in the box provided, then click Continue.
  5. Sign in to your Intuit account, select Continue, and then Continue with my account.
  6. You'll receive a single-use code in your email; enter the code and select Continue.
  7. Select Have us call you.

 

Our customer service hours for Plus subscriptions are from 6 AM to 6 PM PT on weekdays. Enterprise support is available any time, any day.

 

Furthermore, I’m sharing these valuable articles for a detailed overview of our policies regarding QuickBooks Desktop service discontinuation and cancellations:

 

 

Additionally, I've included these guide resources that offer practical references for handling your data as you continue to manage your business:

 

 

You're always welcome to reach out in this Community forum with any inquiries or concerns regarding your account. Thank you for being a valued part of the QuickBooks community. We wish you and your business continued success.

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