Create a credit memo or issue a refund check when you need to return an amount to your customer. Check the best workflow that applies to ensure accurate recording in QuickBooks.
|Credit memo||Refund check|
Note: You can also create sales forms using the Transaction Center.
When you need to refund to a customer, create a credit memo first, then write a refund check.
Note: You still need to connect the check to the credit memo in the Receive Payments so QuickBooks can track the transaction correctly.
Although not part of your usual A/R workflow, credit or refund is still one of the most important customer-related transactions in QuickBooks Desktop. To see the complete list of workflows, see Accounts Receivable workflows in QuickBooks Desktop.