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A
anikamclean
February 20, 2022
Question

How can I apply a refund to a credit memo sitting in a customer's account (unapplied)? A cheque has already issued to pay the credit but has not been added to QBO

  • February 20, 2022
  • 1 reply
  • 0 views
Credit memo was created in April last year, and shows unapplied. Cheque was manually issued in December last year. Now I am wanting to clear out the credit memo by issuing a refund.

1 reply

J
JamesM4
February 21, 2022

Hello anikamclean, 

 

QuickBooks Online is a flexible  program that simplifies the way you manage your taxes. I'll be glad to point you in the right direction so you can get the resolution you need in a timely manner. 

 

Making sure you're recording your transactions properly is an essential step for maintaining clean books. Based on what you've described, I'd recommend reaching out to an accounting professional for expert advice on how to record the transactions on your account. If you're not in contact with a professional, don't worry, you can search for one using this link here.

 

I'll also leave this question open in the Community so other accountant users can share their advice. Otherwise, feel free to ask other questions, I've got your back. 

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