How do I add a credit to a customer account?

We're happy to have you here today, @sunrisehills582. We'll share details on how you can give credit to your customers so they can use it for their future invoices inside QuickBooks Online (QBO).

To show appreciation to your customers inside QBO, you can use credits and apply them to reduce what they owe on their future invoices. If you wish to utilize this feature, we'll be happy to write down the steps to get you going:

1. Access your QuickBooks Online company.
2. On the left navigational bar, click the +New button.
3. Select Credit memo.
4. Choose the customer and enter all the necessary information.
5. Once done, click the Save and close button.

For more details on how to apply the credit, please see this page: Handle a customer credit or overpayment in QuickBooks Online.

Also, it is best to work with an accountant so they can provide other ways to handle this situation. If you don't have an accountant, I can help you find one. Feel free to visit this page to find an accountant for your business: Find a QuickBooks ProAdvisor.

In addition, here's an article about running reports to keep track of all the transactions entered inside the program: Run reports in QuickBooks Online.

We look forward to having you here again if you have additional QuickBooks-related questions or need assistance performing specific tasks inside the program. Have a nice day!