Create a Refund Receipt
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Open a Refund Receipt
From the + menu, select Refund Receipt to open a new refund receipt.
Choose a Customer
In the refund receipt window, choose a customer from the drop-down suggestions menu.
Select a Payment Method
Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify how you will be paying the customer’s refund.
Choose an Account
Next you’ll want to designate the account you want the refund to come from. Beneath the label marked Refund From choose an account in the drop-down menu. This is the account you want the refund payment to draw funds from.
Pick the Product or Service for Refund
Under the column labeled “PRODUCT/SERVICE” choose the product or service that you’re issuing a refund for.
Finalize Your Receipt
Check the Amount column to ensure it’s the correct amount.
Take note of the cheque number. You might want to manually enter a cheque number if the cheque number automatically generated by QuickBooks doesn’t correspond to the number on the cheque you’ll be writing for this refund.
Choose Print Options
When you’re finished with the refund receipt, you can choose Print Cheque at the bottom of the screen or select the box beneath your cheque number to enable the Print Later option.
Save and Close
To exit the refund receipt window once you’re done choose Save and Close.
Retrieve Your Refund
To look at this refund later, click on Invoicing in the left navigation and then click on Customers.
In your Customer list find the customer you refunded, and then click on their name to open the Customer detail window.
Here in the Customer detail window you’ll see a list of all the transactions you have on record with this customer—you’ll notice QuickBooks has automatically added the refund you just issued to this customer, as well as your previous transactions.