MaryGraceS
Moderator

Payments

Welcome to the QuickBooks Community, @InsideoutDA.

 

I'm here to share the steps on how you can process a refund in your QuickBooks Payments account.

 

Here's how:

  1. Sign in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields.
  4. Click Search.
  5. Select the transaction(s) you want to refund, then Submit.

If you wish to print a receipt, you can also do that in your account.

 

Here's how:

  1. On the homepage, click the Activity & Reports drop-down.
  2. Select Transactions.
  3. Enter the appropriate date range then select Search.
  4. On the list of results, identify the desired transaction you want to print.
  5. Select the Gear icon of your desired transaction and select View Receipt.
  6. Select Print.

For additional help, you can also reach out to our Merchant Support. They can initiate a screen sharing session to help you further.

 

Here's how you can reach them: QuickBooks merchant services or QuickBooks Online support - who should I contact for help?

 

That should do it. Drop a comment below if you have any other questions about processing a refund for a bank transfer payment. I'll be happy to help you out.