QuickBooks Payments

I'll be more than happy to assist you recording the refund, PattiMet.

Yes, your customer can use the card reader. QuickBooks Payments takes care of the processing credit card reimbursement. Before diving in, there are few requirements that you have to keep in mind:

• Use the same Merchant Services account.
• Issue it within 6 months of the original entry.
• Repay the credit card used for the original sale.
• Reimburse no more than the total amount processed.
• There are associated fees for each transaction.

The credit will be applied after the system settle the batches at 3:00 PM PT.  Although, it may take some time before your customer sees the funds depending on their bank. When you're ready, here's how to do it:

1. Go to the Customers menu, then choose Credit Memos/Refunds.
2. Pick a customer, then enter the products and services you need to refund.
3. When you're done, hit Save & Close to open the Available Credit window.
4. Click Give a refund and then OK. 
5. In the Issue this refund via field, select the type of credit card you need to refund.
6. Select Swipe card and swipe the customer’s card.
7. Tick the Process credit card refund, then OK.

For more details, check out this article: Void or fully refund a transaction.

Thanks for checking out the Community, PattiMet. Keep me posted if you need more help in dealing with your other tasks in the program. We're open here 24/7.