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February 12, 2022
Question

How do I issue a refund to a customer for a job that needed to come back for warranty?

  • February 12, 2022
  • 1 reply
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1 reply

February 14, 2022

Hi eastprairieauto,

 

Thanks for reaching out here.  Welcome!  QuickBooks Online is a dynamic program to complete all of your bookkeeping tasks with peace of mind.  We understand that there will be times when a customer refund is warranted for goods or services.  I'll be happy to help you reach your QuickBooks goals!

 

You can create a refund receipt for your customer by following these steps:

 

1. From the left menu, select + New

2. Click on Refund receipt or Give refund

3. Select the Customer from the dropdown menu

4. Use the Refund From ▼ dropdown to select the bank you deposited the payment for the invoice to

5. Add the products or services the customer returned in the Product/Service column

6. Enter the date, quantity, rate, amount, tax, and other fields, then select Save and close

 

Here's a helpful article for your reference, on how to record a customer refund in QuickBooks Online.

 

Please don't hesitate to reach back out with other questions.  We're here for you!