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Simon T1
August 23, 2023
Question

Supplier refund

  • August 23, 2023
  • 1 reply
  • 0 views

Hi,

I have a credit card but it isn't linked to my Quickbooks account. So, each month I just match the card bill to individual transactions that I have recorded earlier in the month.

I have recently received a refund from a hotel, which appears on my credit card bill and is subtracted from the monthly balance.  However, I can't seem to input the hotel refund/supplier refund into QBO so that it subsequently appears as a refund transaction that I can then match/offset against the overall credit card bill.

Hope I'm making myself clear.

Can anyone help? Thanks

Simon

1 reply

G
GeorgiaC
August 23, 2023

Hi Simon T1, thanks for joining the Community. 

 

To record a supplier refund to a credit card: 

 

1. Select + New.
2. Select Credit card credit.
3. In the Payee field, select the appropriate supplier.
4. From the Bank/Credit account ▼ dropdown, select the credit card where you received the refund to.
5. Enter the Payment date, refund amount, Tax and Category. (Note: The category used here is the original expense account on the original bill.)
6. Select Save and close.

 

If you need any further help on this, get back to us below. 🙂

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