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Jan 14, 2020 3:33 PM UTC
Solved

Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

Original commenter did not share additional details
MikiD
MikiDAnswer
Jan 14, 2020 4:10 PM UTC

I'd be happy to walk you through the steps of cutting a check for customer refund, batkinson.

 

Below are the following procedures to complete this:

 

  1. Click Banking at the top. 
  2. Select Write Checks.
  3. Choose the Customer's name on the Payee field. 
  4. Enter the bank account where you want to deduct the funds. 
  5. Enter the amount. 
  6. Under Expenses, select Accounts Receivable as the account. This will zero out the customer's available credits. 
  7. Enter other necessary information, then click Save & Close. 

 

Visit us again here if you have other concerns related to QuickBooks. 

 

5 replies

MikiD
MikiDAnswer
Jan 14, 2020 4:10 PM UTC

I'd be happy to walk you through the steps of cutting a check for customer refund, batkinson.

 

Below are the following procedures to complete this:

 

  1. Click Banking at the top. 
  2. Select Write Checks.
  3. Choose the Customer's name on the Payee field. 
  4. Enter the bank account where you want to deduct the funds. 
  5. Enter the amount. 
  6. Under Expenses, select Accounts Receivable as the account. This will zero out the customer's available credits. 
  7. Enter other necessary information, then click Save & Close. 

 

Visit us again here if you have other concerns related to QuickBooks. 

 

Jul 27, 2020 4:34 PM UTC

I don't have the option "Write Check" under Banking at the top