How do I log a refund to my account on Quickbooks self employed?

Hi there, Abbicr.

I can share some tips in handling this transaction.

Yes, you're correct. You can exclude the refund so it won't be included in your tax calculations and financial reports. If you've categorized/entered an expense transaction for the returned item, you'll also need to exclude it. Feel free to follow the steps I've listed below.
 

Excluding a transaction via web browser:
 

1. Select Transactions from the sidebar menu.
2. Tick the checkboxes of the expense and refund transactions.
3. Select the Exclude icon at the top of the table.
4. Click Apply to complete the process.

Excluding a transaction using the mobile app:
 

1. For iOS devices, go to the Transactions menu. On Android, select the Menu icon and then choose Transactions.
2. Select the transaction you want to exclude.
3. Tap Exclude transaction.

Alternatively, you can mark a transaction as Personal so it won't affect your tax reports. Most users utilize this option to separate their business and personal transactions.

In addition, here are some articles that you can read to manage and categorize your downloaded bank transactions in QuickBooks Self-Employed:

• Create rules to speed up reviews

• Split transactions

• Handle duplicate transactions

If I can be of any other help, please don't hesitate to visit the Community again. You can always tag me in your comments and posts.