How do I enter receiving funds from a customer in error, and how do I record sending the funds back to the customer?

Hi ann12,

Recording your sales accurately is crucial for managing your business. I’ll be happy to assist. QuickBooks Online is a robust program where you can input your transactions in a few easy steps. In your specific case, you need to enter a sales receipt for the funds you received from the customer. Afterwards, you have to create a refund receipt to show the funds being returned.
 

Step 1: Create a sales receipt

1. Select the + icon from the top right menu
2. Select Sales Receipt
3. Enter the required information (make sure to pick the account where the funds were deposited)
4. Select Save, Save and send or Save and close from the bottom right menu

Step 2: Create a refund receipt

1. Select the + icon from the top right menu
2. Select Refund Receipt
3. Enter the required information (make sure to pick the account used for the refund)
4. Select Save and close or Save and send from the bottom right menu

To know more about how to create a sales receipt and record customer refunds, check these community articles:

• Create and send a sales receipt: https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-and-send-a-sales-receipt/01/261984
• Record a customer refund: https://quickbooks.intuit.com/learn-support/en-ca/manage-customers-and-income/record-a-customer-refund/01/262415.

Let me know if you have any other questions.