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July 5, 2024
Question

How do you process a refund for a client invoice?

  • July 5, 2024
  • 1 reply
  • 0 views
I am trying to refund a client for an invoice they paid for a service.

1 reply

July 5, 2024

Welcome to the Community, shannon103.

 

Let me share some information on how to process a refund in QuickBooks Self-Employed.

 

You can access QuickBooks Payments to process a refund for a client. Please note that you can process the refund within six months from the date of the sale.

 

Here's how:

 

  1. Log in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields and select Search.
  4. Choose the transaction(s) you want to refund, then Submit.

 

Refer to this article for additional details: Void or refund transactions in QuickBooks Payments.

 

In addition, I've added this article for your future reference that provides an overview of how to categorize transactions: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

 

If you have additional questions about processing refunds or other issues, post them in the comments. I'll be sure to lend a hand.