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Jul 9, 2024 8:56 PM UTC
Question

How do we refund a client's money because his deposit is more than the cost of the job? He paid through Venmo. Can we find the steps on what we need to do to refund him?

Refunding money to the client.

3 replies

Jul 9, 2024 9:07 PM UTC

Hello there, @CharmCr.

I can see that you posted twice in this forum. Please click the link to get redirected to the original post answered by my colleague: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-how-can-we-process-a-refund-to-our-client-who-made-an-over/01/1461817/highlight/true#M223023.

If you have any other questions, you can always visit us and post your concerns. Have a great day!

FishingForAnswers
Jul 9, 2024 9:13 PM UTC

@CharmCr  It sounds like you are asking how to actually refund the client's money, not just how to record the transaction.

 

While I am sure there is some formal process within QBO for this, I advise against it. You would likely be better off cutting them a check for the amount of the overpayment.

 

QuickBooks has a nasty habit of holding your funds in limbo, whether outgoing or incoming. Just ask @Just_me .

 

Jul 9, 2024 9:21 PM UTC

It's totally true.  Be careful what you let QB do with your money.  They will quickly make it THEIR money.